Wealth.com

Wealth.com is estate and tax planning software for financial advisors, letting an advisory firm produce and maintain client estate documents in-house instead of referring every client out.

Document creation covers revocable trusts with pourover wills, last wills and testaments, financial powers of attorney, advance health care directives, and guardianship nominations, drafted for the client's jurisdiction. A scenario builder tests tax implications and estate distributions against a client's current plan. The platform's AI, Ester, reads and summarizes existing legal documents. Tax features include multi-year, multi-state modeling, AI-assisted return analysis, pre-built strategies, and branded client reports.

It is sold to advisory firms, enterprises, broker dealers and private banks, trust companies, and estate planning attorneys, and connects client data across more than 20 other platforms. Wealth.com reports that Ester drafted over 50,000 trust documents in the last twelve months, that firms save up to 40 hours on an ultra-high-net-worth estate plan, that advisors see a 50% increase in client communications, and that clients who complete an estate plan more than double assets under management within 18 months. It lists offices in Tempe, Arizona and New York.

Wealth.com states that it is not a law firm and does not provide legal advice. Enterprise pricing is not published, so ask how attorney review works in your state and what the platform costs per advisor or per plan.