Skip the Demo & Get Started Today with Exclusive Osaic Pricing

Osaic-affiliated advisors can request a custom pricing proposal without a demo. All new customers receive a 10% discount off your Wealth.com license when you request a proposal through this page.

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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 drafted 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

Real Results for Osaic Advisors and the Clients You Serve

Advisors at firms like yours are saving time, increasing AUM, and deepening client trust with Wealth.com’s estate planning platform. These outcomes are now available to Osaic advisors with exclusive pricing—no demo required.

See Real Results

Jump to a Case Study:

Fiat Wealth Generated 579 Prospects Prime Capital Unlocked 10x ROI Winning the Next Gen with Wealth.com

Explore Our Features

Everything You Need to Streamline Modern Estate Planning

From high-caliber plan creation and interactive scenario modeling to AI-powered tools that summarize legal documents, Wealth.com equips your firm to save time, serve clients better, and grow smarter.

Document Creation

Create High-Caliber Estate Plans in Minutes

Revocable Trust and Pourover Will, Last Will & Testament, Financial Power of Attorney, Advance Health Care Directive, and Guardianship Nominations—professionally crafted and optimized for your jurisdiction.

Start Creating

Report Builder

Bring Estate Planning to Life

Create powerful visuals, flowcharts, and customizable reports making it easy for attorneys, clients, and stakeholders to understand key structures and outcomes.

View Custom Reports

Ester™ AI

Unlock the Intelligent Future of Estate Planning

Ester™ empowers you to effortlessly extract, summarize, and visualize complete estate plans—turning complex documents into actionable insights for clients.

Meet Ester™

Our Feature-Packed Platform Doesn’t End There

View All Features

Frequently Asked Questions

Explore answers to the questions we hear most so you can move forward with peace of mind.

What is Wealth.com's pricing for Osaic advisors?

Osaic-affiliated advisors can receive a 10% discount off their license fee. Pricing is based on advisor licenses.

Each license includes unlimited clients and unlimited estate document creation. There are no per-client or per-document fees. Your license also includes full onboarding, implementation support, and standard integrations at no additional cost.

What is Wealth.com's typical response time for customer support?

We provide US-based live chat, phone, and email support to our partners and their clients. Live chat is available during business hours, with our initial chat response time averaging less than 90 seconds. We monitor emails 7 days a week and provide a phone support line.

How does Wealth.com ensure advisors avoid the Unauthorized Practice of Law (UPL)?

The line between advisor enablement and giving legal advice is one we take seriously. That’s why Wealth.com is built on a rigorous legal framework that aligns with state-specific rules governing the Unauthorized Practice of Law.

Our platform empowers advisors to lead estate planning conversations and deliver more value, without ever providing legal advice or drafting legal documents themselves. We maintain strict role separation through features like advisor-client portal firewalls, embedded attorney consultations, and controlled workflows that keep legal functions where they belong.

The result: clients receive high-quality estate plans, advisors stay fully within their professional scope, and firms gain confidence that compliance is built into every step.

What measures does Wealth.com have in place to ensure data security and privacy?

Wealth.com is SOC 2 Type II certified and adheres to the highest standards for data security and privacy. All data is encrypted at rest and in transit, stored securely in the U.S., and never sold or shared. Learn more at wealth.com/privacy-and-security.

What is the product roadmap for Wealth.com?

Wealth.com employs a UXR (User Research) team whose sole responsibility is to understand the needs of the financial advisory community. Enhancements are prioritized in the roadmap by balancing customer impact, business goals, and technical feasibility. Using a structured process, Wealth.com gathers feedback from customers, stakeholders, and market analysis to identify high-value opportunities. Features are scored based on criteria such as user demand, ROI, alignment with strategic objectives, and effort required. Regular reviews ensure adaptability to changing needs, while clear communication keeps stakeholders informed of priorities and progress. Wealth.com believes that by continuously innovating, fielding a best-in-class team, and equipping advisors with powerful, intuitive tools, firms can elevate the client experience, deepen trust, and unlock long-term growth.

What types of firms use Wealth.com?

Wealth.com is the estate planning software of choice for wealth management institutions, family offices, and trust companies alike. The combined AUM of wealth managers using Wealth.com exceeds $15 trillion, with many of the largest private banks, wirehouses, broker-dealers, and RIAs leveraging the platform to drive scale and efficiency for their advanced planning practices.

Request Custom Pricing Proposal

Osaic-affiliated advisors can request a custom pricing proposal without a demo. Fill out this form to get started.