Wealth.com is the industry’s leading estate planning platform built and maintained by leading estate attorneys. As the only tech-led, end-to-end estate planning platform built specifically for financial advisors and their clients, it facilitates high-quality document creation, visualization for complex estates, AI extraction capabilities and elegant client reports.

Clients are given direct, unlimited access to wealth.com’s online platform to create, update and manage their estate plans. Wealth.com guides our clients through the process of creating an estate plan through a series of questions, demystifying an often-daunting process. It also allows our clients to easily update their documents as often as they need to.