michael.pendergrass
Acronym
wealth.com
Product ID
comprehensive_estate_planning_platform
Description

A combination of best-in-class estate planning technology, AI and human expertise to elevate the wealth management industry.

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Details
  • Save hours of manual work reviewing your clients’ existing estate planning documents, like trusts and wills, by uploading a PDF and getting a summary from EsterTM the first-of-its-kind AI-powered legal assistant within minutes.
  • Get a summary of all extracted information, such as beneficiaries, the name(s) of key decision makers, and more along with the confidence level for each. Easily review and confirm by clicking hyperlinks to see where the information was pulled from.
  • Get recommendations for updating and optimizing your clients’ estate plans, such as for a client who has moved states via the platform’s Zillow integration, and others to have truly meaningful conversations with your clients about their legacy plans.
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  • Get complete insight into your book of business through our API connections with your preferred CRM. Monitor the progress of each client with full visibility into their progress of creating and updating their estate plans.
  • Run customized reports that not only help you and your clients better understand the structure and implications of their estate plans, but are also visually engaging — even for the most complex plans and ultra high net worth clients.
  • Receive proactive insights from our intelligence engine for opportunities to optimize your clients plans based on specific trigger criteria and for client touchpoints.
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  • Create beautiful and easy-to-follow reports instantaneously to better understand how decisions in your clients’ estate plan will be made, and to have more meaningful and insightful conversations with your clients about their legacy plans.
  • Design tailored reports for your clients by choosing from different elements, such as projections of estate tax over time or a balance sheet of who currently owns specific assets.
Features

A combination of best-in-class estate planning technology, AI and human expertise to elevate the wealth management industry:

  • Enable financial advisors to offer estate planning.
  • Best-in-class creation, visualization, and optimization.  
  • Technology forward platform backed by human experts.
Vendors
wealth.com
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Financial Planning
Solution
Daily Data Files
Ad Hoc Tags
DoubleClick Tags

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