Master Estate Planning, Regardless of Complexity
One centralized place for running what-if models, drafting documents, and creating high-quality reports — all within seconds
Trusted Estate Planning Solution for the Industry’s Leading Firms
Estates Can Get Complicated, Your Tools Shouldn’t
Prep core estate planning documents, reports, and visualizations.
We likely integrate with your tech stack for ease of use.
Model, compare, and identify strategies with Scenario Builder.
Keep clients, partners, and sensitive documents protected.
Precision Meets Productivity
Ester®, our proprietary AI tool, can go well beyond providing a summary of documents. In fact, Ester® can turn unstructured documents into rich data that can be used to create instant visual flowcharts and to unlock an unrestricted ability to identify trends, insights, inconsistencies, and areas for improvement.
Learn More About Ester
Build More Plans, Chase Fewer Tasks
Wealth.com helps attorneys automate their estate planning workflow to free up time for clients — and their growth
Assign roles and permissions across stakeholders including beneficiaries, advisors, and internal fiduciaries.
View client activity to see whether they’ve started reviewing a document or signed to completion.
Leverage Wealth’s resource library to educate clients on estate planning topics with informative one pagers and slides, so you can spend your time on more strategic discussions.
Build attorney-approved reports, slides and data visualizations in seconds. Learn about Report Builder.
The Estate Planning Platform of Choice for Leading Institutions
