Build Beautiful, Branded Reports in Minutes
Transform complex estate plans into clear, professional-grade reports your clients will actually understand — and act on.
Today’s clients expect transparency, polish, and personalization. Wealth.com’s Report Builder helps you deliver all three.



Generate Visual Summaries with Confidence
Wealth.com turns estate plans into beautifully structured, presentation-ready reports — including summaries, family trees, and asset breakdowns. Export instantly with your firm’s branding and the clarity your clients expect.
See How It Works
Add in Distribution Flow Charts
In Report Builder, you have the option to include a distribution flow chart that clearly summarizes how assets flow over time between spouses, partners, children, family members, and any other named beneficiaries.
Learn More About EstateFlow
See How Data Feeds Into Other Features
One of the benefits of storing client information in one central place is that it consistently transfers data to inform other features. Need help with an executive summary? Our Ester® AI feature can help with that.
Meet Ester