Estate Planning Reimagined™

A combination of best-in-class technology, AI and human expertise to elevate the wealth management industry.

 

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The #1 Estate Planning Solution

#1 Rated Real Estate Planning Platform in the Industry 2x Award Winner WealthManagement.co Industry Awards 600+ Wealth Management Firms

Fully Dedicated to Advisors

Wealth.com is the only tech-led end-to-end estate planning solution built specifically for financial advisors.

Most Comprehensive

Whether it’s our frictionless onboarding, intuitive plan creation, clean visualizations or proactive insights — wealth.com does it all. And we cover 100% of U.S. jurisdictions.

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Personalized Experience At Scale

Meet your clients wherever they are in the estate planning process. Our highly intelligent platform automatically customizes the client experience to match their unique circumstances, empowering advisors to scale their estate planning offering across a wider range of clients.

Value For Advisors

  • High Caliber Estate Planning
  • Unique Insights & Recommendations
  • Plug & Play Integrations
  • Enhanced Relationships & Retention
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High Caliber Estate Planning

Spend less time on mundane tasks and more time with clients on what matters. Our tech-forward approach to estate planning streamlines everything for advisors while maintaining the level of quality clients expect from top law firms.

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Unique Insights & Recommendations

Stay informed with 1,000+ insights on client life events and activities alongside full-picture estate intelligence, proactively delivered in actionable formats.

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Plug & Play Integrations


Our comprehensive integrations help advisors quickly plug best-in-class estate planning into their existing tech stacks, without the hassle and headache that comes with software not designed for advisors.

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Enhanced Relationships & Retention

Deepen client relationships, ensure asset retention, drive wallet share gains and make connections with the next generation through our thoughtful and personalized client touchpoints.

Family Office Suite™

Estate Management for Highly Complex Plans

Every estate plan is unique and clients expect personalization. Visualize plans, model scenarios and optimize for tax alpha with the most powerful estate planning technology suite available.

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The Only End-To-End Solution

While other estate planning providers facilitate parts of the process, we do it all.

Visualize the entire estate planning process

  • Visual flowcharts for every plan
  • Probatable vs. non-probatable asset breakdowns
  • Compare asset ownership with Ownership Balance Sheet
  • Understand the impact of estate taxes

Create high caliber estate plans with state-optimized legal documents

  • Revocable Trust & Pourover Will
  • Last Will & Testament
  • Financial Power of Attorney
  • Advance Health Care Directive
  • Guardianship Nominations

Manage, edit & administer plans any time

  • Secure document storage via our bank-level-encrypted digital Vault
  • Share estate plans securely with trusted collaborators
  • Update plans anytime and grant emergency access to beneficiaries and executors
  • Tap into digital and human guidance resources on how to update & optimize plans
Deliver on client expectations of holistic financial services
Join the vibrant community of advisors using wealth.com
Leading the industry means always improving. Which is why our team works hard every day to continue delivering and optimizing best-in-class solutions for advisors. Let's grow together.
Rafael Loureiro
Co-Founder & CEO

See what we can do for you and your clients.

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