Estate Planning Software Built for How You Actually Work

Wealth.com offers annual contracts, payable either in full or on a quarterly basis. Pricing is based on advisor seats, with volume-based discounts available depending on your firm’s commitment level.

Each license is made to match an advisor’s book of business, with no per‑client or per‑document fees. Your license also includes full onboarding, implementation support, and standard integrations at no additional cost.

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.

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.

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.

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.

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.