Managing the Estate Without the Guesswork

Wealth.com provides presentation-ready reports, data visualizations, and slides so you can focus on meaningful conversations with clients.

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Trusted Estate Planning Solution for the Industry’s Leading Firms

Minimize Manual Effort

Crafting estate plans require data input from multiple touch points. Wealth.com serves as an integrated ecosystem for all your client documentation, reducing repetitive data entry and organizing it in one centralized place

Live Plan Monitoring

Track plan activity overtime with built-in reminders and alerts.

Secure Collaboration

Store documents in one centralized place.

Integrations to Improve Workflow

Easily compile reports and analyses into client-ready slides, with data imported directly from your existing tools like Salesforce, eMoney, Redtail, and more. Wealth.com integrates with 20+ platforms (and counting) to keep your presentations seamless and up to date.

50%

Increase in Client Communications

Advisors using Wealth.com see a 50% boost in client interactions, driving engagement, building trust, and strengthening long-term retention.

2.2X

AUM Growth in 18 Months

Clients who complete an estate plan see their assets under management more than double in just 18 months — proving that proactive planning drives real results.

50K+

Trust Documents Processed by Ester®

Ester® has analyzed over 50,000 trust documents in the last 12 months, streamlining workflows and freeing up advisor time.

40+

Hours Saved Per UHNW Estate Plan

Our estate planning technology helps firms reclaim time at scale by saving advisors up to 40 hours on every ultra-high-net-worth estate plan.

The Wealth.com Effect

Proven ROI for You and Your Clients

Advisors using Wealth.com are seeing stronger retention, deeper wallet share, and faster growth.

See Real Results

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$39M+ in New Assets with Wealth.com

Wealth.com is a Key Differentiator

See How Wealth.com Powers Estate Management

Book a personalized demo to explore how we can help grow your business and deepen client trust.

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