wealth.com
wealth.com is a cloud-based software that enables financial advisors to create customized estate plans and visualizations for clients.
What is wealth.com?
wealth.com offers an estate planning software platform designed specifically for financial advisors to manage their clients' estate plans. The software provides advisors with tools to create customized estate plans including visual flowcharts, probatable asset breakdowns, legal documents, secure digital document storage, and the ability to update plans over time.
Categories
Features
Templates
FAQ
wealth.com belongs to the Document Generation category.
wealth.com offers features such as Templates.
No, wealth.com does not offer a free trial.
Need help choosing this software?
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