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Wealth.com review for financial advisors
By William Foster · Updated October 22, 2026
Verdict: Wealth.com is best for firms that want estate documents, tax modeling and visual estate summaries in one platform. Pricing: Contact vendor. Skip it if you only need to summarize the occasional estate document; a lighter or free tool may be enough.
How we review: this is an editorial summary of what Wealth.com publishes about its product and pricing, checked on October 22, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Firms that want estate documents, tax modeling and visual estate summaries in one platform |
|---|---|
| Category | Tax return & document analysis |
| Starting price | Contact vendor |
| Free option | None listed |
| Pricing model | By quote |
| Website | www.wealth.com/ |
What Wealth.com does
Wealth.com says advisors can create estate documents (revocable trusts, wills, powers of attorney, health care directives), use its Ester AI to extract and summarize existing estate plans and tax documents, model scenarios, and share documents through a secure vault. Clients access it only through an advisor. It lists integrations with Salesforce, eMoney, Orion, Wealthbox, Redtail, Addepar, Black Diamond and Schwab.
Key capabilities, per Wealth.com
- Estate document creation and execution, from simple to ultra-high-net-worth estates
- Ester AI extracts and summarizes estate plans and tax documents
- Multi-year, multi-state tax modeling integrated with estate planning
Good fit if
You want firms that want estate documents, tax modeling and visual estate summaries in one platform.
Skip it if
You only need to summarize the occasional estate document; a lighter or free tool may be enough.
What to check before you buy
- Annual contract; ask about seat minimums and volume pricing.
- Confirm how the attorney-review workflow fits your firm's unauthorized-practice-of-law policy.
- Check integrations with your CRM and planning software.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Wealth.com compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Wealth.com | Contact vendor | None listed | Pricing details |
| Vanilla | Contact vendor | None listed | Pricing details |
| Trust & Will | Free; paid from $2,500/yr | Free advisor plan; clients pay for their own estate plan at a 10% discount. | Pricing details |
| FP Alpha | From $870/yr | None listed | Pricing details |
| Holistiplan | From $749/yr | Free trial offered. | Pricing details |
| YourStake | From $600/seat/yr | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Wealth.com vs Vanilla · Wealth.com vs Trust & Will · All Wealth.com alternatives
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FAQ
Is Wealth.com good for financial advisors?
It's a strong fit for firms that want estate documents, tax modeling and visual estate summaries in one platform. AI-powered estate and tax planning platform for advisors, with the Ester AI engine for reading estate and tax documents.
What are Wealth.com's main features?
Estate document creation and execution, from simple to ultra-high-net-worth estates. Ester AI extracts and summarizes estate plans and tax documents. Multi-year, multi-state tax modeling integrated with estate planning.
Who should not use Wealth.com?
You only need to summarize the occasional estate document; a lighter or free tool may be enough.
How much is Wealth.com?
Wealth.com prices by quote; it doesn't publish prices.