The New Standard in
Estate and Tax Intelligence
Book a DemoDeep expertise.
Better answers.
Real planning intelligence is built on expertise, data, and logic.
Designed for the complexity of trusts, entities, beneficiaries, and tax strategy. Ester understands the structure of planning, not just the language.
Ester draws from structured estate data, document context, and firm-level intelligence to deliver insight generic models simply can’t access.
Ester combines governed calculations with planning logic to produce consistent, explainable outputs. Not probabilistic guesses. Not black-box answers.
Approved by leading broker-dealers and enterprise firms, Ester powers planning across thousands of advisors, with the controls, security, and oversight institutions demand.
Ask More. See More. Do More.
Understand a single household in full context. Ask questions across estate documents, financials, entities, and planning structures, and get synthesized answers you can use immediately.
See patterns across households, surface planning opportunities, and prepare more proactive outreach across your practice.
Get planning intelligence in the moment, with the speed, accuracy, and completeness required for both everyday client work and high-complexity scenarios.
One Intelligence Layer
Ester Intelligence meets advisors where they already work, whether inside Wealth.com or across your firm’s existing technology stack.
Intelligence that scales with your data
Ester Intelligence becomes more powerful as your data ecosystem deepens.
From basic document analysis to full-spectrum client intelligence, the system adapts to the level of integration across your platform.
Designed for trust. Proven in practice.
Intelligence is only valuable if it is reliable, governable, and built to meet institutional standards.
That is why Ester Intelligence is grounded in deterministic logic, not black-box outputs. The system is purpose-built to deliver consistent, explainable results across estate and tax planning workflows, helping firms scale advanced planning capabilities with the oversight enterprise environments require. Built and maintained by an in-house AI team with experience from leading technology companies, including Microsoft, Intuit, Amazon, and Square
The proof is already in the market.
- Over 100,000 documents analyzed in 2025
- Approved by major broker-dealers and leading U.S. banks
- Deterministic planning logic built for consistency and oversight
- Enterprise-grade security controls designed for sensitive financial and estate data
- Built to support compliance, governance, and firm-approved workflows
Intelligence is not enough. It has to be trusted.
Scale advanced planning expertise across every advisor
The best planning has always required specialized expertise.
Now it’s available to every advisor.
By turning complex estate and tax knowledge into accessible, real-time intelligence, firms can equip every advisor with capabilities that were once outsourced or limited to specialized teams.
- What is Ester Intelligence? →
- What makes Ester different from generic AI? →
- Is Ester Intelligence included with Wealth.com? →
- How can firms deploy Ester Intelligence? →
- Can advisors use Ester for both everyday planning and complex cases? →
- What can Ester analyze? →
- Can Ester help firms identify opportunities across a book of business? →
- Why do enterprise firms choose Ester? →
Ester Intelligence is Wealth.com’s AI platform for estate and tax planning. It helps advisors analyze documents, understand households, uncover opportunities, and answer complex planning questions with speed, accuracy, and completeness.
Generic AI can generate language. Ester is built for planning work. It combines proprietary estate and tax data, domain expertise, and deterministic calculations to deliver answers that are more reliable, more explainable, and more useful in wealth management.
Yes. Ester Intelligence’s Estate Planning Agent is automatically included in every Wealth.com license. For Wealth.com Tax Planning customers, Ester Intelligence’s Tax Agent is included at no additional cost.
Two ways. Firms can use Ester natively inside Wealth.com, or connect it to their firm’s primary AI experience through MCP. That means firms using internal AI assistants, ChatGPT, or Claude can bring Ester’s specialized intelligence into the interface advisors already use.
Yes. Ester is designed to support everything from quick document questions to complex estate and tax planning scenarios across the client net-worth spectrum.
Ester can reason across estate documents, household structures, balance sheet data, entities, and tax context. That gives advisors a more complete picture of both the client and the planning opportunity.
Yes. Ester can surface patterns across households, highlight planning opportunities, and help advisors prepare more proactive client conversations at scale.
Because it is built for real-world adoption. Ester combines enterprise-grade security, governed logic, and proven use across large firms that need precision, oversight, and consistency.