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The wealth.com Visualization Suite

Helping advisors bring estate planning to life

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Estate Plan Visual Report

Go Beyond The Legal Jargon

Our visual reports are generated instantly and help to better understand how the decisions made will function as part of the overall plan.

Extractor by Ester™

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Review Insights

Implement Optimization Recommendations.

In A Matter of Minutes

Easily Translate Old Documents Into Optimized Plans.

Wealth Projections

Better understand the implications of your clients planning on their estate taxes. No inaccurate exponential modeling. More actionable long-term projections. Unique tax projection insights.

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Pricing

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