Solution introduction
Unlock the Full Power of Estate Planning
Wealth.com empowers advisors to keep clients for life, strengthen generational ties, and bring estate planning fully in-house
Proven ROI for you and your clients
Advisors using Wealth.com are seeing stronger retention, deeper wallet share, and faster growth.
50% increase in client communications
Advisors using Wealth.com see a 50% boost in client interactions, driving engagement, building trust, and strengthening long-term retention.
2.2X AUM growth in 18 months
Clients who complete an estate plan see their assets under management more than double in just 18 months — proving that proactive planning drives real results.
50K+ trust documents processed by Ester®
Ester® has analyzed over 50,000 trust documents in the last 12 months, streamlining workflows and freeing up advisor time.
40+ hours saved per UHNW estate plan
Our estate planning technology helps firms reclaim time at scale by saving advisors up to 40 hours on every ultra-high-net-worth estate plan.
