Summer Launch Showcase: What’s New on Wealth.com

The old way of estate planning ran on 40-page documents nobody had time to review, trusts that got signed but never funded, and advisors stuck referring clients out just to close the loop. We spent this past year building past that.

Watch the final session of our Summer Webinar Series for a first look at everything Wealth.com has shipped in the last twelve months — and where we’re headed next.

You’ll see:

• Ester Intelligence, now answering complex questions across a single client or your entire book of business
• Tax Planning, our newest product, modeling Roth conversions and tax exposure side-by-side
• Reports, rebuilt with full-slide editing, custom branding, and advisor-driven templates
• Attorney consultations, mobile notary, and deed prep — the services that turn a signed plan into an executed one
• And 20+ integrations and a public API, so Wealth.com fits into the workflow you already have

This isn’t a feature recap. It’s a look at what it takes to move clients from a plan they signed to a plan they can act on.