Announcing Ester™ AI One-Page Executive Summaries & Irrevocable Trusts

Pricing Designed for Advisors

A first of its kind seat-based approach, making costs predictable for every advisor. Customized for your firm's success.

Contact Us

Seat-Based Pricing Benefits

  • Designed to fit in seamlessly with the rest of an advisor's tech stack (CRM, portfolio management, financial planning etc.).
  • Subcription model aligns incentives & ensures a successful partnership as we work hard to retain your business each year.
  • Unlimited documents and updates means you won't get charged more as your business scales.
  • Fully customizable to match your firm's business structure & operating model.
  • Expense management predictability.

Set up time with our team to talk specifics for your firm

Get In Touch

What people are saying about our pricing structure:

border top

AllStreet Wealth

The wealth.com approach to pricing is one among many reasons why it is the best estate planning platform for financial advisors.

border bottom

Thomas Kopelman

Financial Planner, Head of Community @ Wealth.com

border top

Hear it from us:

We're confident that our tailored pricing is a game-changer for advisors looking to offer best-in-class estate planning. We would love to discuss how we can create a package that works for you.

border bottom

Tim White

Chief Partnerships Officer @ Wealth.com

Visualization Suite™

Helping advisors bring estate planning to life
Learn More

Estate Planning

See why our estate planning is best in class.
Learn More

Advisor Portal Overview

Understand how our advisor interface works.
Learn More