A Generational Partnership
Let’s elevate the estate and tax planning experience for our financial advisors and their clients.
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Estate Planning | Tax Planning
The Estate Plan is Your Family Mission Statement
Utilize trusts, gifting strategies, and other tax-efficient structures to reduce federal and state estate taxes.
Ensure assets are preserved and distributed according to your wishes, preventing unnecessary depletion.
Incorporate philanthropic goals through charitable trusts, foundations, and tax-advantaged donations.
Keep estate details out of public records by utilizing trusts and other confidential legal structures
Establish family values, mission statements, and guidelines for wealth stewardship across generations.
Empower beneficiaries to steward assets wisely and honor the family mission for generations.
A Smarter Way to Understand, Optimize, and Manage Your Estate Plan
Visual Flowchart Reporting allows users to create next-generation visualizations that make estate planning more accessible and engaging for inheritors. It provides a clear quantification of net worth, inheritance, and tax liabilities, while summarizing key legal documents and trust provisions. These flowcharts help identify planning gaps and opportunities and can be tailored specifically for different heirs to ensure clarity and personalization.
Scenario Analysis enables dynamic “What If” modeling to support strategic estate planning. It helps users evaluate different wealth transfer strategies and track how asset changes might impact future outcomes. With proactive reviews built into the system, estate plans remain current and aligned with the user’s evolving goals and financial landscape.
Digital Administration ensures that all estate-related documents are securely stored and easily accessible within a digital vault. It supports the maintenance of clear entity structures and enables comprehensive tracking of fiduciaries, beneficiaries, and other key roles. The platform also facilitates collaboration with attorneys, making it easier to implement and maintain the estate owner’s intentions effectively.
Platform Overview
Empower every client, from first plan to final legacy.
Try Ester® for Free
Ester® is our proprietary AI technology that fully reads and extracts estate plan documents.
How it works:
- Upload an existing Trust document
- Run Ester™ AI to extract key details
- Get a clear summary with page references
View Sample Estate Report
- Produce tailored flowchart reports at scale
- Visualize highly complex estate plans
- Uncover strategic planning opportunities
- Unlock estate tax alpha
- Engage with the next generation
See How to Create Estate Plans in Minutes
Wealth.com guides your clients through a dynamic, question-based workflow—then instantly generates state-specific documents ready for signature.
I'm InterestedPower to the Planner
Tax planning used to mean hours of manual entry and dated interfaces. We realized there had to be a better way. So we built Wealth.com Tax Planning. It takes the complexity of the tax code and transforms it into clear, actionable intelligence. It’s powerful enough for your most complex clients, yet simple enough to use every day.
1040? 10-4.
We believe your time is for advising, not typing. So we created three seamless ways to get data in, and kept the friction out.
- Send a link. Skip the chase. Stop the back-and-forth email chains. Send a secure, branded link directly to your client. They upload their tax documents. We convert the data. You get straight to strategy.
- Just say the word. Don’t want to type? Don’t. Use Ester to speak the details out loud. We capture the conversation, parse the specific figures, and input everything for you automatically.
- Drag. Drop. Done. Have the file in hand? Simply drag and drop a PDF of a Form 1040 or W-2. Our engine extracts and validates the data instantly.
Past Meets Future
- Look Back. Understand exactly where your client stands. Wealth.com reviews and summarizes past returns to establish a historical baseline. It even automatically runs a Prior-Year Safe Harbor Calculation to estimate current-year payments.
- Look Forward. See what’s coming. Generate a Baseline Report that recalculates historical data against future tax rates and updated standard deductions. Want to see the impact of a salary change? Just adjust the inputs to generate a Projected Report instantly.
Two Speeds. One Purpose.
Sometimes you need an answer now. Sometimes you need a plan for life. Our dual-mode tax estimation and planning adapts to the rhythm of your day.
- Rapid Triage Mode. Speed without the shortcut. When a client calls with a burning question, you shouldn’t have to build a full plan. Use Rapid Triage for quick calculations, like nailing down Q4 estimated payments in seconds.
- Deep Planning Mode. Depth without the drag. When it’s time to look at the big picture, switch gears. Unlock comprehensive annual reviews and event-triggered strategy analysis that covers every angle.
The Estate & Tax Synergy
Tax planning and estate planning don’t happen in a vacuum. We view them as a compound product.
- 1 + 1 = Power. When a client’s tax return changes, like a new child or a change in filing status, our system spots the need to update their estate plan immediately.
- The Roth Ripple Effect. Modeling a Roth conversion? We don’t just show the tax bill. We show the compounding benefit to the beneficiaries’ inheritance decades down the line.