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Platform Overview
The Wealth.com Platform
The modern, easy-to-use estate planning platform for all net worths.
Core Features
- Platform Overview
  Empowering advisors to keep clients for life
- Ester® AI
  Summarize and visualize complex estate plans
- Report Builder
  Create visual reports to support client estate planning decisions
- Scenario Builder
  Model, optimize, and compare estate planning strategies
- Document Creation
  Instantly generate high-quality legal documents and charts
Additional Features
- Create Dynamic Flow Charts
- Import Client Financials
- Secure File Storage
- Map Family Trees
- Manage Action Items
Solutions Core Features
“I felt that Wealth.com had that particular ‘it’ factor.”
By Audience
- For Advisors
  Deliver scalable, high-touch estate planning to every client.
- For Enterprises
  Manage complex estate planning for teams and clients.
- For Attorneys
  Expand your practice with seamless, modern estate tools.
- For Trust Companies
  Support fiduciary oversight with structure and scale.
By Use Case
- Understand the Estate
- Optimize the Estate
- Manage the Estate
Resources
Resource Center
Explore all resources for advisors and clients.
Education
- Resource Center
- Webinars & Videos
  Join expert-led sessions with real advisors, top speakers, and platform insights.
- Blog
  Read about estate planning, fintech, advisor innovation, and beyond.
- Case Studies
  See how Wealth.com drives firm growth and client retention.
- White Papers
  Explore in-depth research and trends shaping estate planning today.
Community
- Podcast
  Ranked a top podcast by Kitces and hosted by legal pros and advisors. Real talk on estate planning.
- Estate Planning Conference
  Connect with leaders and peers shaping the future of estate planning at our biggest event of the year.
Company
- About Us
  Learn what drives Wealth.com and our mission forward.
- News & Press
  Latest headlines, media coverage, and announcements.
- Careers
  Join our team and help shape the future of estate planning.
- Privacy & Security
  How we protect client data and earn advisor trust.
Pricing

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Webinars & Events

Explore live and on-demand sessions by estate planning experts and Wealth.com walkthroughs.

51 W 3rd St #110
Tempe, AZ 85281

General inquiries: [email protected]
Support: [email protected]

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