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Wealth.com
In one line: AI-powered estate and tax planning platform for advisors, with the Ester AI engine for reading estate and tax documents.
| Best for | Firms that want estate documents, tax modeling and visual estate summaries in one platform |
|---|---|
| Category | Tax return & document analysis |
| Free option | Not confirmed; check vendor site |
| Pricing | Contact vendor · See all plans (as of October 22, 2026) |
| Website | www.wealth.com/ |
| Last checked | October 22, 2026 |
What it 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.
Wealth.com review · Wealth.com pricing · Wealth.com alternatives
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Alternatives to Wealth.com
Vanilla
Advisors who want to review clients' existing estate plans and model advanced strategies
Trust & Will
Advisors who want a low-cost way to get clients a will or trust and summarize existing documents
FP Alpha
Advanced planning across tax, estate and insurance
Holistiplan
Spotting tax planning opportunities from a return
Compare: Wealth.com vs Vanilla · Wealth.com vs Trust & Will
From the blog
FAQ
What is Wealth.com?
AI-powered estate and tax planning platform for advisors, with the Ester AI engine for reading estate and tax documents.
Who is Wealth.com best for?
Firms that want estate documents, tax modeling and visual estate summaries in one platform. It is in our tax return & document analysis category.
How much does Wealth.com cost?
Wealth.com doesn't publish prices on its website as of October 22, 2026; contact the vendor for a quote.
What are alternatives to Wealth.com?
Vanilla, Trust & Will, FP Alpha, Holistiplan.