Wealth.com is a tech-led, end-to-end estate planning platform designed specifically for financial institutions. It empowers over 500 wealth management firms to modernize estate planning services for their clients. The platform offers comprehensive tools such as frictionless onboarding, intuitive plan creation, and AI-driven insights, covering all U.S. jurisdictions. Its unique selling proposition is the integration of technology and human expertise to streamline estate planning processes, making it the #1 estate planning platform for financial advisors. The target audience includes financial advisors and wealth management firms seeking to enhance client services.