Estate Planning Built For Your Clients
Wealth.com empowers advisors to keep clients for life, strengthen generational ties, and bring estate planning fully in-house as an approved partner through LPL’s Affinity Program.
Ways to Get Started
Choose the option that works best for your practice
Skip the demo and start today. Secure exclusive advisor pricing and unlock Wealth.com for your clients instantly.
See Wealth.com in action whenever it works for you. Our recorded demo gives you a guided look at the platform's most powerful features.
Join a live session with our team, held multiple times each week. Bring questions, explore use cases, and see what Wealth.com can do for your firm.
Get a personalized walkthrough built around your practice. We'll show you how Wealth.com fits your workflow and your clients.
Empower Every Client
From First Plan to Final Legacy
Help clients to create estate plans for the first time, or leverage the power of Ester® AI to review existing documents and help your client with changes.
Unlock client conversations, increase wallet share, and find new measurable revenue streams for your business within days.
Help families preserve their values, prepare their heirs, and leave lasting legacies that will have an impact for generations to come.
Proven ROI for You and Your Clients
Advisors using Wealth.com are seeing stronger retention, deeper wallet share, and faster growth.
See Real ResultsJump to a Case Study:
One Platform.
One Exceptional Experience.
Built for firms managing multi-entity, multi-generational wealth. Gain clarity, collaborate confidently, and stay in control at every step.
Start with a clear understanding of where your client stands. Whether they’re creating an estate plan for the first time or already have documents in place, Wealth.com — powered by Ester AI™ — gives you instant clarity on structure, decisions, and opportunities to improve.
Quickly implement plan changes based on client goals, life events, or legal updates. Modify documents with attorney-grade precision and ensure every update is reflected across the estate plan — no back-and-forth required.
Coordinate across advisors, clients, attorneys, and stakeholders with built-in tools for commenting, feedback, and plan sharing. Everyone stays aligned — and nothing gets lost in translation.
Model scenarios, test distribution strategies, and analyze tax outcomes — all in one place. With Scenario Builder, you can align estate plans to each client’s objectives and uncover new planning opportunities.