SELF SERVICE TOOLS
Betterment is a tech-driven, personalized investing solution that allows individuals to set their own course for investing in low-cost, tax-efficient portfolios.
Basic estate documents (wills, trusts, health care and financial powers, and more) can now be created online and with the help of a qualified attorney in the comfort of your home and efficiently. Two options are available:
- Core Documents (if you’re married or have children)
- Essentials for your unmarried, adult children