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AI estate planning
Wealth.com is an AI estate planning AI agent offering an estate planning platform with AI that reads and summarizes estate documents for advisors and families. Wealth.com helps advisors and families automate AI estate planning work and get results faster.
Wealth.com takes documents as input and produces summaries and documents. It combines large language models with task-specific AI, with the vendor managing prompts, models and updates. It connects to tools such as Salesforce, Wealthbox, Redtail and Orion, so the agent works inside existing workflows.
Wealth.com is built for advisors and families. It suits teams that want estate document AI summaries and document creation without adding headcount, while keeping people in control of review and final decisions.
Wealth.com is often compared with FP Alpha. Wealth.com stands out for estate document AI summaries and family visualizations. The right choice depends on your workflow, integrations and budget, so compare both on a real task.
Pricing Model
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Wealth.com for individuals and growing teams. See wealth.com for current pricing.
Wealth.com for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Estate document AI summaries | , | |
| Document creation | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Family visualizations | , | |
| Advisor collaboration | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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