JT Stratford Expands Services to Include Estate Planning Through Partnership with Wealth.com

With this partnership, JT Stratford’s clients now have access to a modern, secure, and attorney-designed estate planning experience, integrated directly into their broader financial plan. The offering includes essential estate planning documents such as wills, trusts, powers of attorney, and healthcare directives, all accessible online and built to evolve with clients’ lives.

“Estate planning is one of the most important and too often overlooked aspects of financial wellness,” said Todd Ferguson, CEO at JT Stratford. “Through our partnership with Wealth.com, we’re making the process more accessible, affordable, and aligned with our clients’ broader financial goals.”

Wealth.com’s platform is built by a team of top estate attorneys and technologists, offering an intuitive digital experience with robust legal infrastructure. Clients can complete their estate plans on their own time, with the confidence that it’s built on a foundation of legal integrity and advisor-guided insight.

“We’re excited to partner with JT Stratford. They are setting the standard for what modern, holistic wealth management should look like.” said Tim White, Co-Founder and Chief Growth Officer at Wealth.com. “When estate planning becomes a seamless part of the advisory experience, clients gain confidence in their future and advisors unlock a new level of value they can deliver.”

With this partnership, JT Stratford reaffirms its commitment to providing premier wealth management solutions that align with every stage of a client’s life. To learn more or activate your access, reach out to your JT Stratford advisor today. We’re here to help you take the next step with clarity and peace of mind.

About JT Stratford

JT Stratford is a regional wealth management firm with more than $1 billion in assets under advisement as of August 8, 2025. We specialize in delivering holistic financial planning and tailored high-net-worth services, helping clients navigate the complexities of wealth with clarity and confidence. Our team is dedicated to building long-term relationships, grounded in trust, expertise, and a commitment to financial well-being across generations.

About Wealth.com

Wealth.com is the industry’s leading estate planning platform, empowering 1,000+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked Wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, Wealth.com was honored by WealthManagement.com as the ‘Best Technology Provider’ in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.

Disclosure: JT Stratford is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Estate-planning documents or related services provided through Wealth.com are offered by a third party and are not legal or tax advice. JT Stratford does not provide legal services. Clients should consult a qualified attorney for legal advice. No compensation was provided by Wealth.com for inclusion in this press release.

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