Optimizing the Estate, Empowering Your Clients
A great estate plan isn’t just created — it’s enhanced to reduce risk, improve outcomes, and grow with life’s changes.
Trusted Estate Planning Solution for the Industry’s Leading Firms
Turning Insights into Strategies
Wealth.com doesn’t stop at creating documents — it empowers you to continuously refine them. From tax strategies to titling decisions, our platform helps advisors and clients test scenarios, highlight opportunities, and make data-driven decisions with confidence.
What-If Modeling
Get real-time calculations of estate tax implications and compare strategies side by side with Scenario Builder™
Ester AI Insights
Outline and summarize legal documents in seconds, not hours
Easy Report Building
Compile analyses and reports into digestible slides for your clients
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.
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