Jump Integrates With Wealth.com to Connect Client Conversations With Living Estate Plans

Jump has partnered with Wealth.com to integrate estate planning data into its pre-meeting preparation for financial advisors. This collaboration allows advisors to access estate planning households, roles, and document statuses seamlessly, enhancing client conversations and reducing administrative tasks. The integration aims to improve the advisor-client experience by providing a comprehensive view of client needs and facilitating more effective follow-ups. Advisors can connect their Wealth.com accounts to Jump without additional costs, enhancing their efficiency in estate planning discussions.