#1 Rated Estate Planning Solution by Financial Advisors

Wealth.com is the only tech-led, end-to-end estate planning platform built specifically for financial advisors. It facilitates high quality document creation, visualization for complex estates, AI extraction capabilities and elegant reports.


Built and maintained by leading estate attorneys, wealth.com has built a comprehensive ecosystem to elevate the estate planning process across all 50 U.S. states and D.C.

The Only Solution Built for the Entire Wealth Spectrum

Wealth.com is the only digital estate planning solution that serves all types of clients, whether they're creating their estate plan for the first time or want to optimize their plans by uncovering strategic insights.

Estate Document Creation

Clients don't have to be ultra tech-savvy to use wealth’s platform. They can complete the entire process digitally with our guided and intuitive system with the option to consult with a customer support team member or an attorney via wealth.com’s rigorously vetted attorney network. 91% of users who start creating their estate plan documents finish within 14 days.


Wealth.com’s in-house trust and estate attorneys used to practice at the top firms in the U.S. and consistently maintain the platform to deliver the same legal rigor and quality expected from those firms. Wealth.com is optimized for, and available in, all 50 U.S. states and D.C.


Clients can create all necessary documents, including:

    • Last Will & Testament
    • Financial Power of Attorney
    • Guardianship Nomination
    • Revocable Trust & Pourover Will
Learn More About Estate Document Creation

Family Office Suite™

The Family Office Suite™ is specifically tailored to the needs of firms that service high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families, enabling their advisors and in-house wealth strategists to deliver incredible estate planning value to clients, while reducing manual work through automation and processes that are both scalable and repeatable.

With Family Office Suite™, advisors gain the ability to:

    • Visualize the complex. With new features, including Heritage Map, Legacy Navigator™, EstateFlow™ and Irrevocable Trust One-Pagers, advisors will be able to demystify and bring to life estate planning nuances like sub-trust distribution schemes, federal and state estate tax implications, Generation-Skipping Transfer Tax (GST) exempt and non-exempt trust breakdowns, administrative costs and more.
    • Quantify tax alpha. Estate tax calculators and scenario analysis capabilities give advisors the ability to quantify tax implications and identify tax optimization opportunities.
    • Organize and collaborate. Advisors can simplify data collection by leveraging the wealth.com Vault and Ester™, wealth.com’s AI document extractor, to instantly extract and centrally store all key information from estate planning documents. Collaboration is further enhanced between advisors, in-house specialists and important intermediaries through in-app tooling and direct API integrations with leading CRM and Portfolio Management systems.
    • Deliver refined reports. Financial advisors can create the ultimate client deliverable, in seconds, using the Report Builder. Wealth.com does the heavy lifting by transforming all underlying client data into ready-made visuals and slides. All reports can be firm-branded, complete with custom colors, fonts and logos.
Learn More About Family Office Suite

Personalized Support

Wealth.com offers superior support to advisor and their clients, including

    • Client Success Management
      • 1:1 and/or group onboarding, training and ongoing support via a personal Client Success Manager.
      • Marketing, client engagement, and account health scoring.
    • U.S. Based Support
      • Live chat, phone & email in-app.
      • Considered to be an extension of the success managers for in the moment support to you and your clients.
    • Wealth.com Attorney Network
      • Available in all 50 states + D.C.
      • Pre-negotiated 30 minute consultation & deed services.

Speak With Us

Contact Us: sales@wealth.com

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Wealth.com is a preferred technology provider for LPL.

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