The Estate Planning Platform for Attorneys

Master Estate Planning,
Regardless of Complexity

Instantly model scenarios, surface AI-powered insights with Ester, and deliver professional reports from a single platform.

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Trusted Estate Planning Solution for the Industry’s Leading Firms

Estates Can Get Complicated, 
Your Tools Shouldn’t

Creating High-Quality Deliverables

Prep core estate planning documents, reports, and visualizations.

Smarter Estate Planning, Powered by AI

Our AI engine, Ester, reviews, extracts, and organizes complex estate planning documents in seconds, reducing hours of manual work and minimizing risk. Learn more here.

Identifying Opportunities Based on Situation

Model, compare, and identify strategies with Scenario Builder.

Collaborating in a Secure Environment

Keep clients, partners, and sensitive documents protected.

Your AI Comparision

Precision Meets Productivity

Ester®, our proprietary AI tool, can go well beyond providing a summary of documents. In fact, Ester® can turn unstructured documents into rich data that can be used to create instant visual flowcharts and to unlock an unrestricted ability to identify trends, insights, inconsistencies, and areas for improvement.

Learn More About Ester

Build More Plans, Chase Fewer Tasks

Wealth.com helps attorneys automate their estate planning workflow to free up time for clients — and their growth

Efficient Onboarding

Assign roles and permissions across stakeholders including beneficiaries, advisors, and internal fiduciaries.

The Estate Planning Platform of Choice for Leading Institutions

Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Your Estate Planning Practice, Supercharged
See how Wealth.com helps attorneys manage complex estates 
and support client growth

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