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  • Platform Overview
    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
    • Import Client Financials
    • Secure File Storage
    • Map Family Trees
    • Manage Action Items
  • Solutions Core Features
    “I felt that Wealth.com had that particular ‘it’ factor.”
    By Audience
    • For Advisors
      Deliver scalable, high-touch estate planning to every client.
    • For Enterprises
      Manage complex estate planning for teams and clients.
    • For Attorneys
      Expand your practice with seamless, modern estate tools.
    • For Trust Companies
      Support fiduciary oversight with structure and scale.
    By Use Case
    • Understand the Estate
    • Optimize the Estate
    • Manage the Estate
  • Resources
    Resource Center

    Explore all resources for advisors and clients.

    Education
    • Resource Center
    • Webinars & Videos
      Join expert-led sessions with real advisors, top speakers, and platform insights.
    • Blog
      Read about estate planning, fintech, advisor innovation, and beyond.
    • Case Studies
      See how Wealth.com drives firm growth and client retention.
    • White Papers
      Explore in-depth research and trends shaping estate planning today.
    Community
    • Podcast
      Ranked a top podcast by Kitces and hosted by legal pros and advisors. Real talk on estate planning.
    • Estate Planning Conference
      Connect with leaders and peers shaping the future of estate planning at our biggest event of the year.
  • Company
    • About Us
      Learn what drives Wealth.com and our mission forward.
    • News & Press
      Latest headlines, media coverage, and announcements.
    • Careers
      Join our team and help shape the future of estate planning.
    • Privacy & Security
      How we protect client data and earn advisor trust.
  • Pricing
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The Practical Planner Podcast

Let’s reimagine estate planning together. Hosts Thomas Kopelman, Top 100 Advisor by Investopedia and wealth.com’s Head of Community, and Anne Rhodes, wealth.com’s Chief Legal Officer, provide takeaways that advisors can use to meet clients wherever they are in the estate planning and financial planning process. Have questions for our hosts? Email: [email protected]

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Tempe, AZ 85281

General inquiries: [email protected]
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