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Wealth.com
What AI says about Wealth.com
Wealth.com modernizes estate planning through innovative technology, providing a comprehensive platform for financial advisors to create, visualize, and manage estate plans for clients of all wealth levels. The platform enhances client relationships and drives revenue growth by simplifying the estate planning process.
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Products & Services
Estate Planning Software
A comprehensive software solution that enables financial advisors to create high-caliber estate plans, visualize scenarios, and manage client estate planning needs efficiently.
Common Questions
What is Wealth.com's pricing?
Wealth.com offers annual contracts, payable either in full or on a quarterly basis, with pricing based on advisor seats and volume-based discounts available.
What is Wealth.com's typical response time for customer support?
We provide US-based live chat, phone, and email support with an initial chat response time averaging less than 90 seconds.
How does Wealth.com ensure advisors avoid the Unauthorized Practice of Law (UPL)?
Wealth.com is built on a rigorous legal framework that aligns with state-specific rules, empowering advisors to lead estate planning conversations without providing legal advice.