Wealth.com
AI estate documents, visual mapping, trust funding, client collaboration.
Overview
Modern estate planning platform with AI document generation, visual estate mapping, trust funding workflows, and advisor-client collaboration. Integrates with major planning tools.
Key Features
- AI document generation
- Visual estate mapping
- Trust funding workflows
- Client collaboration
- Scenario planning
- Integration with eMoney/MGP/RightCapital
Integrations
eMoneyMoneyGuideProRightCapitalOrionWealthboxRedtailDocuSign
Details
- Platforms
- Web, API
- Target Users
- Estate Planners, RIAs, Trust Officers, Attorneys
- Pricing Model
- Subscription
- Starting Price
- USD 149/mo
- Full Pricing Details
- From $149/mo per advisor