Wealth

About Wealth

Wealth.com is an estate planning platform designed for financial advisors to create, visualize, and manage comprehensive estate plans for clients. It offers features such as document creation (wills, revocable trusts, powers of attorney, healthcare directives), scenario analysis, and visual reporting, with secure storage and collaboration with attorneys and other intermediaries. The platform targets advisors serving mass affluent to ultra-high-net-worth clients and integrates with leading fintech and wealth management tools. Based in the United States, Wealth.com emphasizes advisor-led planning, client education, and regulatory alignment across a broad client base.