Get Started with Wealth.com
Your onboarding path
Book the sessions that align with the products you’re using. Each session is designed to help you get up and running quickly and confidently—whether you’re focused on estate planning, advanced reporting, or both.
Choose the sessions that are most relevant to your workflow and goals.
Session 1: How to Roll Out Document Creation to Clients and Review Existing Estate Plans with Ester AI
This session is focused on how to seamlessly integrate estate planning into your day-to-day workflow.
We’ll walk through:
- How to introduce estate planning into client conversations
- How to understand the client document creation experience
- How to use Ester to review existing plans and identify gaps or opportunities
- Best practices for those who have already implemented estate planning in their practice
The goal: You leave ready to confidently invite a client to create their estate plan or review an existing document.
Session 2: Build Client-Ready Reports with Advanced Reporting Capabilities
- How to create reports that drive understanding—not just present data
- What to highlight in client conversations to keep things focused and actionable
- How to use reporting to consistently reinforce your value
- Simple ways to build this into your ongoing workflow
The goal: help you tell a clearer, more compelling story your clients will remember.
Trusted Estate Planning Solution for the Industry’s Leading Firms
