Wealth
Wealth is an online estate planning platform that simplifies the process of creating and managing estate plans.
Wealth Estate Planning
Wealth.com is a comprehensive estate and tax planning platform designed to empower financial advisors, wealth planners, and attorneys with advanced tools for creating, managing, and optimizing estate plans. The platform integrates document creation, scenario modeling, and AI-powered insights to streamline the estate planning process, ensuring efficiency and scalability for clients ranging from emerging wealth to ultra-high-net-worth individuals.
Features
- End-to-End Estate Plan Creation & Execution
- Supports Simple to Ultra-High-Net-Worth Estates
- Trust, Will, and Beneficiary Design Tools
- Attorney Collaboration & Review Workflows
- Branded, Client-Ready Estate Plans
- Multi-Year, Multi-State Tax Modeling
- Tax Planning Integrated with Estate Planning
- AI-Powered Tax Analysis
- Branded Client Reports
- Pre-Built Tax Strategies & Quick Actions
- Unified Tax & Estate Planning in One Platform
- Scenario Builder for Visualizing Estate Scenarios
- Ester™ AI for Document Summarization and Visualization
- Secure File Storage with Vault
- Family Tree Mapping with Heritage Map
- Task Management with Task Center
Company Details
- Headquarters
- 🇺🇸 New York, United States
- Founded
- 2021
- Type
- Legal Tech Vendor