See How Assets Flow Over Time Across Beneficiaries
EstateFlow™ is a diagram that summarizes how assets flow over time between spouses, partners, children, family members, and any other named beneficiaries. Advisors can include this when crafting a presentation in Report Builder, or use as a standalone talking point when meeting with clients.
Take a tour of EstateFlow:
Trusted Estate Planning Solution for the Industry’s Leading Firms
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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