Corporate Trustee Interest Form

Let's Start the Conversation on Corporate Trustee Partnerships

Wealth.com is exploring ways to connect advisors and corporate trustees directly inside the estate planning workflow — making it easier to name a corporate trustee when that's the right fit. We're gathering interest to help shape what this looks like.

What this is: When clients build a trust on Wealth.com, they can name a successor or corporate trustee right in the document — no extra paperwork, no separate legal process. We're expanding our network of corporate trustee partners so more advisors and clients have a qualified option to choose from.

This page is the first step, whether you're an advisor flagging a trust company you'd like to see available to your clients, or a trust company interested in becoming a Wealth.com partner.

What happens next: Our team reviews every submission and will follow up directly if there's a potential fit.