Technology That Transforms Estate Planning at Every Level

Explore the best-in-class technology that allows you to understand, optimize, and manage any estate.

Ester®

Unlock the Intelligent Future of Estate Planning

Ester® empowers you to effortlessly extract, summarize, and visualize complete estate plans—turning complex documents into actionable insights for clients.

Meet Ester

Document Creation

Create High-Caliber Estate Plans in Minutes

Revocable Trust and Pourover Will, Last Will & Testament, Financial Power of Attorney, Advance Health Care Directive, and Guardianship Nominations—professionally crafted and optimized for your jurisdiction.Ester® empowers you to effortlessly extract, summarize, and visualize complete estate plans—turning complex documents into actionable insights for clients.

See it in Action

Scenario Builder

Visualize Every What-If with Confidence

Analyze tax implications, estate distributions, and planning opportunities by testing scenarios against a client’s current plan—all in one powerful tool.

Model Estate Scenarios

Report Builder

Bring Estate Planning to Life

Create powerful visuals, flowcharts, and customizable reports making it easy for attorneys, clients, and stakeholders to understand key structures and outcomes.

View Custom Reports

Estate Flow

Create Dynamic Flowcharts

Instantly generate visual flowcharts that map out key estate planning decisions, beneficiaries, and trust structures — turning complexity into clarity for advisors, clients, and attorneys alike.

Explore Flowcharts

Balance Sheet

Import Client Financials

Easily aggregate and visualize client asset ownership across individuals, entities, and trusts, giving you a clear picture of what’s owned, how, and by whom.

Review Balance Sheets

Vault

Secure File Storage

Centralize and organize every estate-related document with permission-based access. Vault offers secure, encrypted storage for clients, advisors, attorneys, and family members.

Access the Vault

Heritage Map

Map Family Trees

Bring multigenerational relationships to life with a visual family map that contextualizes estate decisions, identifies key stakeholders, and supports legacy planning.

View the Heritage Map

Task Center

Manage Action Items

Assign, track, and automate estate planning tasks across your team. With smart reminders and centralized visibility, nothing falls through the cracks.

Stay on Top of Every Task

See How Wealth.com Has Impacted Firms Like Yours

Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Justin Castelli
Founder, RLS Wealth
"The client experience, the output, and the ability for me to be a part of the process is top notch."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Justin Castelli
Founder, RLS Wealth
"The client experience, the output, and the ability for me to be a part of the process is top notch."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Justin Castelli
Founder, RLS Wealth
"The client experience, the output, and the ability for me to be a part of the process is top notch."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Justin Castelli
Founder, RLS Wealth
"The client experience, the output, and the ability for me to be a part of the process is top notch."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Justin Castelli
Founder, RLS Wealth
"The client experience, the output, and the ability for me to be a part of the process is top notch."
See Wealth.com in Action
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