Build Beautiful, Branded Reports in Minutes

Transform complex estate plans into clear, professional-grade reports your clients will actually understand — and act on.

One Platform For All Of Your Clients
Less Admin, More Advancement

Today’s clients expect transparency, polish, and personalization. Wealth.com’s Report Builder helps you deliver all three.

Generate Visual Summaries with Confidence

Wealth.com turns estate plans into beautifully structured, presentation-ready reports — including summaries, family trees, and asset breakdowns. Export instantly with your firm’s branding and the clarity your clients expect.

See How It Works

Add in Distribution Flow Charts

In Report Builder, you have the option to include a distribution flow chart that clearly summarizes how assets flow over time between spouses, partners, children, family members, and any other named beneficiaries.

Learn More About EstateFlow

See How Data Feeds 
Into Other Features

One of the benefits of storing client information in one central place is that it consistently transfers data to inform other features. Need help with an executive summary? Our Ester® AI feature can help with that.

Meet Ester
Clarify the Plan. Prove the Value. Tell the Story.
See how Report Builder helps bring important topics to the forefront, 
elevating your client experience.

Try It For Yourself