Wealth

Wealth's Estate Planning Platform

Wealth offers a comprehensive estate planning platform specifically designed for financial advisors. This platform includes state-optimized legal documents such as Revocable Trust & Pourover Will, Last Will & Testament, Financial Power of Attorney, Advance Health Care Directive, and Guardianship Nominations. These documents are tailored to meet the requirements of all U.S. jurisdictions. By integrating these features into a single platform, Wealth ensures that advisors have access to all necessary tools for effective estate planning. The platform's holistic approach assists advisors in delivering customized, legally compliant estate plans to their clients efficiently.

Wealth's Visualization Suite™

The Visualization Suite™ is one of Wealth's standout features, designed to bring estate planning to life through intuitive visual aids. This suite includes visual flowcharts, asset breakdowns, and tools for understanding the tax implications of estate plans. By transforming complex legal and financial information into easy-to-understand visuals, the Visualization Suite™ helps advisors communicate effectively with their clients. This not only enhances client comprehension but also enables advisors to illustrate the tangible benefits of strategic estate planning, fostering better client engagement and satisfaction.

Wealth's Advisor Portal

Wealth's Advisor Portal provides financial advisors with full visibility into their clients' progress throughout the estate planning process. The portal offers proactive insights and allows advisors to monitor and guide their clients with ease. This portal is designed to integrate seamlessly into an advisor's existing tech stack, supported by a seat-based pricing model. Additionally, the Advisor Portal includes a feature called Extractor by Ester™, which enables users to scan, upload, and summarize documents, and receive optimization recommendations. This comprehensive tool ensures advisors can deliver a personalized and efficient estate planning experience.

Wealth's Security and Compliance

Security is a top priority for Wealth, as demonstrated by its SOC 2 Type II compliance. This certification ensures that Wealth adheres to high standards of security, availability, confidentiality, privacy, and processing integrity. The platform also provides bank-level-encrypted digital Vault for secure document storage, giving clients peace of mind that their sensitive information is protected. Such robust security measures are crucial for maintaining trust and credibility in the financial advisory and estate planning sectors.

Wealth's Partner Success Team

Wealth is committed to the success of its partners, offering a dedicated Partner Success team to support and guide advisors and their clients. This team provides personalized assistance, helping advisors navigate the platform and optimize their use of Wealth's features. By focusing on partner success, Wealth ensures that advisors can deliver the highest quality service to their clients. This commitment is further reflected in the company's recognition as a Great Place to Work, based on employee feedback, which underscores Wealth's dedication to fostering a positive and supportive work environment.