The wealth.com Visualization Suite™
Helping advisors bring estate planning to life
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™
Receive a summary in seconds.
Quickly verify imported information.
Implement Optimization Recommendations.
Easily Translate Old Documents Into Optimized Plans.
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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