At Wealth, we are committed to building the infrastructure of modern estate planning. This month, our updates focus on giving advisors more agency, reducing friction in the trust funding process, and providing the high-density data tools required to manage estates at all levels of complexity.
From personalized enhancements to the Balance Sheet and advisor-led fulfillment services, here is a look at what’s new this March.
A Reimagined Vault: Supercharged with Ester® and Document Checklists
The Vault is no longer just a storage locker—it’s an active intelligence tool. We’ve redesigned and upgraded the Vault to integrate our Ester® directly into that feature, revamped the design, and added new functionality.
- Integrated Extractions: No more jumping between tabs. When you upload a document to the Vault and designate a category, Ester® automatically begins the extraction process. Better yet, view Ester® summaries, insights and Q+A functionality directly from the Vault.
- Better Organization: Add tags, sort by date, create nicknames – we’ve introduced many ways to better organize you and your client’s documents.
- Document Checklists: Track what’s missing with ease. Create custom checklists (i.e., “Documents Needed from Brady Family”) and filter by status to see exactly what is still outstanding.
- Embedded PDF Splitting: Ester® now automatically detects if an upload is a “Combined File.” The system will prompt you to review and split the PDF into individual documents, which are then saved separately in the Vault.
- Direct Editing: Clean up your data instantly using the pencil icon to edit nicknames or add tags directly within the Vault table.
Advanced Customization for the Modern Balance Sheet
Managing UHNW clients with dozens of entities and assets requires a specific level of data density. We’ve introduced a suite of enhancements to the Balance Sheet to help advisors and advanced planning teams organize portfolios more intuitively.
- Visual Precision: You can now round amounts to millions for a cleaner view, hide summary cards to focus on tables, and use expand/collapse functionality for easier navigation.
- Dynamic Organization: Use drag-and-drop functionality to reorder rows and columns. You can now also combine columns—a game-changer for viewing assets associated with complex structures like GRATs or SLATs.
- Custom Grouping: Create custom row and column groups (i.e., “Real Estate” or “Tangible Assets”) and hide specific assets to tailor the view for different planning scenarios.
- Entity View: A new “Data” button allows you to display entities as their own row group.
- Bulk Ownership & Beneficiaries: Apply ownership structures or beneficiary designations to multiple assets simultaneously.
Personalizing the Dashboard: What’s New & Why It Matters
This month, we’ve also overhauled the Advisor Dashboard and Top Account View to focus on personalization. Every advisor works differently, and your dashboard should reflect that.
- Customizable Metric Cards: Select and reorder up to four high-level metrics (like Cumulative Estate Value or Clients Ready to Sign) from our new metric library.
- Client Pinning: Keep your most active or important clients at the top of your list for instant access.
- Advanced Filtering & Column Management: Hide unnecessary data points and slice your client list by any column in the table using our expanded filtering engine.
- Actionable Insights: New columns for “Report Creation Status” and “Days Since Last Review” (including a 365-day warning icon) ensure no client falls through the cracks.
- Unified Experience: These updates, including consolidated Client/Spouse data and improved pagination, are now live across the Standard Dashboard, Top Account View, and Client Group tables.
Streamlining Trust Funding: Advisor-Led Deed Prep
One of our most requested features is here. Advisors can now initiate deed preparation orders on behalf of their clients directly through the Wealth portal. This update is designed to accelerate the trust funding process, ensuring that the critical step of retitling property doesn’t stall.
- Advisor Empowerment: Drive the process from your portal to reduce client “homework.”
- Seamless Integration: We’ve automated the delivery of data and documents to our preferred provider, The Dec Firm—no manual downloading or uploading required.
- Full Transparency: A new Order History view tracks status and shows whether a request was advisor or client-initiated.
- Stay in the Loop: Advisors can now be CC’ed on all communications from The Dec Firm, ensuring you always know the status of your client’s property transfer.
Whether you are managing complex UHNW portfolios or streamlining the trust funding process for new clients, these updates are designed to put more power and precision in your hands. By introducing deeper customization across the Balance Sheet and Dashboard, we’re ensuring that your workflows are as sophisticated as the advice you provide. At Wealth, our goal remains the same: to provide the most intuitive, data-driven platform for advisors to deliver world-class estate planning at scale.
Note: Ester®-specific enhancements require an account with Ester® enabled. Contact your account manager or [email protected] if you’d like to add AI capabilities to your account.
