Estate planning: Everyone deserves peace of mind, not just the wealthy.
Imagine a roadmap that ensures your money, keepsakes, and property go to the people and causes that you care about most. That’s the power of an estate plan. And here at Facet, we believe everyone should have that reassurance—knowing their legacy is protected, wishes are granted, and loved ones are cared for.*
Only 34% of Americans have an estate plan.*
(And it’s our goal to change that!)
Life’s full of surprises, but your legacy shouldn’t be one of them. Whether you’re just starting a family or nearing retirement, an estate plan helps to ensure your wishes are known, your loved ones are protected from unnecessary stress and your future finances are kept on track.
Everyone can benefit from an estate plan. Here’s why:
- Clarity and control: You get to decide how your assets are distributed and who will care for your loved ones in your absence. (And how you’d like to receive end-of-life care!)
- Minimize family burdens: A clear estate plan can reduce confusion and potential conflict among beneficiaries during an already emotional time.
- Financial security for your heirs: By minimizing taxes and legal fees, estate planning can help your loved ones inherit more of what you’ve built.
Simple, accessible estate planning.
Let’s face it—thinking about estate planning isn’t always at the top of our to-do lists. But with our new partners at wealth.com, a leading online estate planning platform, we’re able to offer our members even more comprehensive and accessible estate planning solutions.
Why wealth.com?
Expert estate plans
Personalized estate plans that consider your unique needs and state laws. They ensure your assets are distributed as you wish, while also providing care for your loved ones, including your furry companions.
Easy to use
The guided, easy-to-navigate platform and live support make the process simple, seamless, and self-paced. If needed, you can also consult a vetted attorney in your state at a discounted rate.
Evolves with you
Just like life (and your financial planning), your estate plan should evolve. With proactive monitoring and unlimited updates for just $300 per year, keeping your estate plan up to date has never been simpler or more affordable.
Secure and accessible
Featuring multi-layer authentication, encryption, and advanced security measures, wealth.com helps ensure your financial and personal information are protected and secure.
How a Facet memberships work.
Our flat-fee model mean no commissions, ever.
Support from a team of CFP® professionals and experts.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers that complement your financial outcomes.
Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.
“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something. That was a luxury to say the least.”
Gizem Y & Antonio C
Rego Park, NY
“Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me.”
Steve E
Massachusetts
“The fee structure is probably the other biggest thing that sent me to Facet and it’s made me very happy with Facet. It puts us at an equal footing with anybody else. It’s not about how much money I have managed by Facet. It’s about us as a client…and as we grow our finances, the attention we get is not gonna change. We’re still a client paying for our Facet services with a fee structure that supports us as just a couple, not as a set of assets.”
Sarah & Michael D
Raleigh, NC
** Nerdwallet review conducted in October of 2023 based on the time frame of August – October 2023. Nerdwallet’s independent assessment includes data collection, interviews and testing which results in star ratings from poor (one star) to excellent (five stars). Nerdwallet was not paid for this review however does receive compensation based on referrals.