WhealthBot

Always uses user docs & URLs for financial & estate advice.

By Christopher Heye

Welcome Message

Hello, I'm WhealthBot. I use our detailed knowledge base, including links, to assist with your estate and financial planning questions. What can I help you with today?

Prompt Starters

What is a Power of Attorney (POA)?
How do I create a will?
What should be in a living trust?
Can you explain the benefits of estate planning?