See The Full Picture of Your Client’s Estate
Eliminate guesswork with complete clarity of a client’s estate, including beneficiaries, taxes, and distributions.
Trusted Estate Planning Solution for the Industry’s Leading Firms
Instant Estate Plan Clarity for You and Your Clients
Stop outsourcing estate reviews or chasing down documents. Wealth.com gives your firm everything in one place. Everything is summarized, visualized, and ready to use on day one.
Ester® AI Summarization
Outline and summarize legal documents in seconds, not hours
Distribution Flow Charts
Gain clarity around how beneficiaries are receiving assets with consideration to admin costs and taxes
Built-in Education
Learn about core estate planning concepts with resources like one pagers, videos, and more in our Wealth Academy.
50%
Increase in Client Communications
Advisors using Wealth.com see a 50% boost in client interactions, driving engagement, building trust, and strengthening long-term retention.
2.2X
AUM Growth in 18 Months
Clients who complete an estate plan see their assets under management more than double in just 18 months — proving that proactive planning drives real results.
50K+
Trust Documents Processed by Ester®
Ester® has analyzed over 50,000 trust documents in the last 12 months, streamlining workflows and freeing up advisor time.
40+
Hours Saved Per UHNW Estate Plan
Our estate planning technology helps firms reclaim time at scale by saving advisors up to 40 hours on every ultra-high-net-worth estate plan.
The Wealth.com Effect
Proven ROI for You and Your Clients
Advisors using Wealth.com are seeing stronger retention, deeper wallet share, and faster growth.
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