Capital Financial Partners Introduces Digital Estate Planning Access Through Wealth.com

TOWSON, Md.--(BUSINESS WIRE)--Capital Financial Partners, LLC, a private wealth management firm based in Baltimore, today announced the launch of a new estate planning service offering through its relationship with Wealth.com, a leading digital estate planning platform.

Through this new offering, Capital Financial Partners clients will have access to Wealth.com’s technology-driven platform, which is designed to help individuals and families create, organize, and update essential estate planning documents in collaboration with licensed attorneys. Capital Financial Partners does not provide legal advice or practice law; rather, the firm facilitates access to Wealth.com as part of its growing capabilities and service offering.

The addition of this service reflects Capital Financial Partners’ ongoing commitment to helping clients address the full scope of their financial lives, including legacy and wealth transfer planning, in a more streamlined and coordinated manner.

“Estate planning is a critical component of a comprehensive financial plan, yet it is often delayed or overlooked,” said Todd Evans, Partner at Capital Financial Partners, LLC. “By introducing access to Wealth.com, we’re able to help clients engage in the estate planning process more efficiently while ensuring the legal work itself is handled by qualified attorneys.”

Wealth.com’s platform enables clients to work with estate planning attorneys to prepare documents such as wills, trusts, and powers of attorney, while maintaining secure digital access for ongoing updates as life circumstances change. Capital Financial Partners works alongside clients to help ensure their estate planning strategies align with their overall financial goals, beneficiary designations, and long-term planning objectives.

Capital Financial Partners, LLC specializes in investment management, financial planning, retirement plan consulting, risk management, estate and tax planning coordination, and business succession planning. As of 12/31/2025, the firm manages approximately $270 million in assets for 270 families.