Empower Every Relationship with Modern Estate Planning
Help clients plan, preserve, and pass on wealth with the industry’s most advanced estate planning platform. Wealth.com integrates seamlessly with your bank’s ecosystem, enabling deeper engagement, new revenue opportunities, and measurable ROI through AI-powered insights and compliant, ready-to-execute documents.
Trusted Estate Planning Solution for the Industry’s Leading Firms
Beautifully Branded Reports in Minutes
Transform complex estate data into clear, visually compelling reports that reinforce your brand and build client trust. Generate impactful summaries, asset breakdowns, and family tree visualizations in a few clicks.
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Retain Relationships Across Generations
Only 19% of heirs continue working with their family’s financial institution. Wealth.com helps banks close that gap with built-in estate planning education, guided client experiences, and attorney-supported consultations that keep your institution connected to families for generations.
Transform Estate Data into a Strategic Advantage
Ester, the first AI assistant specifically trained in estate planning documents, instantly interprets estate plans to call out key information when you need it most. With intuitive executive summaries and Q+A functionality, your team unlocks clarity on documents in minutes to drive more effective conversations with clients.
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Turn Planning Conversations into Consolidation Opportunities
Estate planning positions your institution as a trusted partner in every stage of a client’s financial journey. By helping families navigate wealth transfer and tax considerations, your team earns the right to manage more assets, strengthen loyalty, and capture long-term share of wallet.
Reduce Costs, Unlock Growth, and Build Long-Term Revenue
Institutions using Wealth.com streamline complex planning workflows, saving up to 40 hours per ultra-high-net-worth client and generating more than $1,000 in new revenue per plan. Banks that integrate estate planning into their client experience see measurable growth in retention, assets, and satisfaction. This is estate planning that protects legacies and drives institutional ROI.
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Built for Precision. Trusted for Scale.
Wealth.com’s Family Office Suite™ is exclusively designed for advisors and in-house specialists working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) families.
Spend less time chasing clients and more time having thoughtful discussions around their estate. Serve every client with confidence, knowing your costs are predictable and your service is scalable.
Clients can create their estate plans and once they’re ready to sign, request a mobile notary to their location.
We know estates change overtime, which is why our platform considers the impact of both federal and state estate taxes on a client’s estate.
Analyze tax implications, estate distributions, and planning opportunities by testing scenarios against a client’s current plan.
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