The Estate Planning Platform for Attorneys

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

Creating High-Quality Deliverables

Prep core estate planning documents, reports, and visualizations.

Leveraging Your Existing Software

We likely integrate with your tech stack for ease of use.

Identifying Opportunities Based on Situation

Model, compare, and identify strategies with Scenario Builder.

Collaborating in a Secure Environment

Keep clients, partners, and sensitive documents protected.

Your AI Comparision

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

Efficient Onboarding

Assign roles and permissions across stakeholders including beneficiaries, advisors, and internal fiduciaries.

The Estate Planning Platform of Choice for Leading Institutions