Investor Portal

Service Overview

Simple. Secure. Built For Generational Clarity.

Last Will & Testament

Features

  • Online access to your real estate documents
  • Unlimited Free updates for life
  • Validity in all 50 U.S States
  • Access to our trusted national attorney
    network for complex estate needs

Perfect For: Parents securing assets and custody, Families preparing for generational transfers, and Entrepreneurs protecting business & financial legacy

Schedule Appointment

Revocable or Living Trust

Features

  • Online access to your real estate documents
  • Unlimited Free updates for life
  • Validity in all 50 U.S States
  • Access to our trusted national attorney
    network for complex estate needs

Perfect For: Parents securing assets and custody, Families preparing for generational transfers, and Entrepreneurs protecting business & financial legacy

Schedule Appointment

Power of Attorney (POA)

Features

  • Online access to your real estate documents
  • Unlimited Free updates for life
  • Validity in all 50 U.S States
  • Access to our trusted national attorney
    network for complex estate needs

Perfect For: Parents securing assets and custody, Families preparing for generational transfers, and Entrepreneurs protecting business & financial legacy

Schedule Appointment

Supporting Directives

Features

  • Online access to your real estate documents
  • Unlimited Free updates for life
  • Validity in all 50 U.S States
  • Access to our trusted national attorney
    network for complex estate needs

Perfect For: Parents securing assets and custody, Families preparing for generational transfers, and Entrepreneurs protecting business & financial legacy

Schedule Appointment

Webinar

Estate Planning 101: What Every Black Family Should Know

StartsAugust 2, 2025 04:00 PM CST

Join CEO Jerry Gordon for this empowering deep dive into the essentials of estate planning. This isn’t a legal jargon fest — it’s a culturally attuned workshop where we explore the why, what, and how behind preparing a legacy the right way.

Learn More Reserve My Spot

Featured Webinar

What You’ll Learn

  • What makes a Will, Trust, and POA essential
  • Common estate mistakes in Black families — and how to avoid them
  • How estate planning impacts generational wealth, taxes, and asset protection
  • How to have tough family conversations with grace & strategy

Why Our Estate Planning Services Matter

Plans created with intention and cultural understanding

Guided support from legal experts who know your community

Built to protect inheritance, legacy, and long-term impact

Simplified systems that make planning feel doable, not daunting

Lets Plan Your Future Together

Your legacy deserves structure and love. Let’s plan it powerfully.

Sign Up For Webinar
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FINANCIAL FENG SHUI

THE BLACK WEALTH COMPANY

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