Estate Planning Reimagined™
A combination of best-in-class technology, AI and human expertise to elevate the wealth management industry.
As seen in
The #1 Estate Planning Solution
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.
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
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High Caliber Estate Planning
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Unique Insights & Recommendations
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Plug & Play Integrations
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Enhanced Relationships & Retention
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.
Stay informed with 1,000+ insights on client life events and activities alongside full-picture estate intelligence, proactively delivered in actionable formats.
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.
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.
Learn MoreVisualize 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
Keebeck Wealth Management
Wealth.com demystifies the trust and estate process but their tech is also very elegant and easy to understand. A tremendous added value to our clients and the lift is dramatic.
Bruce K. LeeFounder
Jason Taitt
The wealth.com user interface is unparalleled in its simplicity and versatility.
I highly recommend it to anyone looking for a reliable and effective solution for estate planning. Whether creating a complex trust for multiple generations or a straightforward will, the point-and-click software is accessible to individuals of all ages and technical abilities.
Jason Taitt CES™Financial Planner & Coach, J.S. Taitt FinancialSchneider & Stone PLC
The wealth.com digital estate planning platform provides a tool that simplifies the creation of your estate planning documents
in a secure environment where you can visualize your entire financial picture. Wealth makes it easy to get started and intuitive to continue using. I highly recommend it.
Dawn SchneiderCPA, owner Schneider & Stone PLC
401 Financial & Turnqey Labs, Inc.
The entire wealth.com team understands that estate planning is not just about numbers and documents; it is about securing the financial legacies of all individuals and their loved ones
Tyrone Ross Jr.CEO & Co-FounderHaving the ability to help clients address their estate planning needs is table stakes and I was immediately impressed by the platform when I demoed it.
The client experience, the output, and the ability for me to be a part of the process is top notch.
As I help my clients pursue their authentic life, I’ll always know the estate planning component of their financial plan is in good order and be able to help them update it when necessary.
Justin CastelliFinancial Advisor, Founder RLS Wealth
There are two issues I care about deeply: diversity in the financial services industry and democratizing access to quality financial knowledge and advice.
The wealth.com team has shown a commitment to both. I’m so excited to contribute to their mission and help more advisors offer a sophisticated solution to clients’ estate planning needs.
Anna N’Jie-KonteAnna N’Jie-Konte, MBA, CFP®, President & Director of Financial Planning for Re-Envision WealthDasarte Yarnway
wealth.com has been a game changer for my business.
Not only does it make estate planning simple, thorough and impactful, it also gives my clients a pleasant user experience while easing fears about estate planning. 10/10 recommend.
Dasarte YarnwayFinancial Advisor, Founder Yarnway Wealth Management