The wealth.com Visualization Suite™
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Helping advisors bring estate planning to life
Estate Plan Visual Report
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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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Compare & Confirm
Quickly verify imported information.
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Review Insights
Implement Optimization Recommendations.
In A Matter of Minutes
Easily Translate Old Documents Into Optimized Plans.
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Wealth Projections
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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.
Ready for a deeper dive?