Unlock the Full Power of Estate Planning
Wealth.com empowers advisors to keep clients for life, strengthen generational ties, and bring estate planning fully in-house.
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:
Trusted Estate Planning Solution for the Industry’s Leading Firms
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.
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.