Unlock the Full Power of Estate Planning

Wealth.com empowers advisors to keep clients for life, strengthen generational ties, and bring estate planning fully in-house.

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.

See Real Results

Jump to a Case Study:

$39M+ in New Assets with Wealth.com

Wealth.com is a Key Differentiator

Trusted Estate Planning Solution for the Industry’s Leading Firms

Empower Every Client

From First Plan to Final Legacy
Create Estate Documents in Minutes

Help clients to create estate plans for the first time, or leverage the power of Ester® AI to review existing documents and help your client with changes.

Generate ROI in Days

Unlock client conversations, increase wallet share, and find new measurable revenue streams for your business within days.

Leave an Impact for Generations

Help families preserve their values, prepare their heirs, and leave lasting legacies that will have an impact for generations to come.

One Platform.
One Exceptional Experience.

Built for firms managing multi-entity, multi-generational wealth. Gain clarity, collaborate confidently, and stay in control at every step.

Streamline Your Estate Planning Practice

Whether your client is creating an estate plan for the first time or already has documents in place, Wealth.com gives you and your team instant clarity on structure, decisions, and opportunities to improve.

See Wealth.com in Action
Book a personalized demo to explore how we can help grow your business and deepen client trust.

Schedule Your Demo