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    The Wealth.com Platform

    The modern, easy-to-use estate planning platform for all net worths.

    Core Features
    • Platform Overview
      Empowering advisors to keep clients for life
    • Ester® AI
      Summarize and visualize complex estate plans
    • Report Builder
      Create visual reports to support client estate planning decisions
    • Scenario Builder
      Model, optimize, and compare estate planning strategies
    • Document Creation
      Instantly generate high-quality legal documents and charts
    Additional Features
    • Create Dynamic Flow Charts
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    • Secure File Storage
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    • Manage Action Items
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    “I felt that Wealth.com had that particular ‘it’ factor.”
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      Deliver scalable, high-touch estate planning to every client.
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      Manage complex estate planning for teams and clients.
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      Expand your practice with seamless, modern estate tools.
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      Support fiduciary oversight with structure and scale.
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Client Testimonials

Discover how Wealth.com has helped real clients feel more confident, prepared, and empowered.

Legacy Hub

How Ester® Helps Advisory Firms Level Up and Increase Efficiency

Transcript: My name is Danny McAuliffe. I’m a financial advisor at Paragon Wealth Management. We were pretty particular in our due diligence process of, what we wanted to, what we were looking for in a partner. One of the key components was actually estate plan creation. Before Wealth.com, we would have clients who would literally […]

2 min read Jul 8, 2025

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