Built for Scale.
Designed for Effortless Administration.
Make holistic estate planning a robust offering for your clients with tools built for trust companies.
Trusted Estate Planning Solution for the Industry’s Leading Firms
Seamless Estate Planning Administration Without Compromising Time or Detail
Have a centralized place to store estate planning documents and other files to have one source of truth for clients.
Get familiar with all estate planning documents, what assets are included in trusts, how they’re titled, and how they’re distributed. Have visibility on account titling and beneficiary designations to maintain tax efficiency.
Automate reminders for distributions and frequency, and make estate planning as efficient and scalable as your team.
Work closely with an estate planning attorney, advisors and other key decision-makers to ensure alignment across all aspects of the plan.
Drive Scalable Growth Without Compromising Service
Wealth.com empowers trust companies to boost revenue, mitigate risk, and foster deeper client relationships through smarter estate planning.
- Deliver premium estate planning at scale — no extra headcount required.
- Reduce manual work, cut email chains, and stay compliant. Wealth.com automates each step while keeping your team fully in control.
- Operate with confidence knowing that every plan is backed by jurisdiction-specific legal guidance, tracking, and version control.
One Platform. One Exceptional Experience.
Wealth.com gives institutions the tools to manage multi-entity, multi-generation families with clarity, collaboration, and control.
Assign roles, permissions, and visibility across stakeholders including beneficiaries, advisors, and internal fiduciaries.
Store documents in one centralized place.
We notify you on the latest changes to federal and state laws so you can stay informed on what it means for your clients.
Import data from your existing tools like Salesforce, eMoney, Redtail, and more.
The Estate Planning Platform of Choice for Leading Institutions
