The Estate Planning Platform for Trust Companies

Built for Scale.
Designed for Effortless Administration.

Make holistic estate planning a robust offering for your clients with tools built for trust companies.

Get a Demo

View a Case Study

Trusted Estate Planning Solution for the Industry’s Leading Firms

Seamless Estate Planning Administration Without 
Compromising Time or Detail

Secure File Storage

Have a centralized place to store estate planning documents and other files to have one source of truth for clients.

Improved Estate Oversight

Get familiar with all estate planning documents, what assets are included in trusts, how they’re titled, and how they’re distributed. Have visibility on account titling and beneficiary designations to maintain tax efficiency.

Efficiency at Scale

Automate reminders for distributions and frequency, and make estate planning as efficient and scalable as your team.

Seamless Collaboration

Work closely with an estate planning attorney, advisors and other key decision-makers to ensure alignment across all aspects of the plan.

How It Works

Drive Scalable Growth Without Compromising Service

Wealth.com empowers trust companies to boost revenue, mitigate risk, and foster deeper client relationships through smarter estate planning.

  • Deliver premium estate planning at scale — no extra headcount required.
  • Reduce manual work, cut email chains, and stay compliant. Wealth.com automates each step while keeping your team fully in control.
  • Operate with confidence knowing that every plan is backed by jurisdiction-specific legal guidance, tracking, and version control.

One Platform. One Exceptional Experience.

Wealth.com gives institutions the tools to manage multi-entity, multi-generation families with clarity, collaboration, and control.

Streamlined Asset Management

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

The Estate Planning Platform of Choice for Leading Institutions

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."
Ready to Transform the Way
You Deliver Estate Planning?
The Family Office Suite™ is purpose-built to help firms like yours elevate client experiences, uncover new planning opportunities, and operate at scale.

Get Started