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.

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.

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