Wealth.com

Full guide available

Estate planning platform for financial advisers, estate attorneys, and wealth managers, featuring the Ester AI engine that parses trusts, wills, and powers of attorney into structured data.

Category: Wealth Management

Regions: US

Website: wealth.com ↗

What you can do with Wealth.com + INHERIT

↑ Export from Wealth.com

Export estate plans from Wealth.com via REST API, SFTP bulk format, or Ester AI output. Trusts, wills, and powers of attorney that Ester has already parsed into structured data map directly to INHERIT schemas.

This means you can:

Send structured estate data to the client's solicitor or attorney
Provide executors with a machine-readable estate plan after death
Export portfolio and trust data for regulatory compliance
Enable downstream systems to process estate plans without re-parsing

↓ Import into Wealth.com

Import INHERIT documents into Wealth.com to enrich client estate profiles. Asset data, beneficiary designations, and trust structures from external sources populate automatically.

This means you can:

Import estate data from solicitors or attorneys managing the legal side
Receive asset valuations from banks, custodians, or appraisers
Consolidate estate information from multiple sources into one platform
Keep estate plans current as external data changes

Imagine this

A wealth manager’s high-net-worth client passes away. The client had a comprehensive estate plan on Wealth.com — trusts, beneficiary designations, asset allocations, powers of attorney. Ester AI has already parsed everything into structured data. Instead of the executor’s solicitor receiving a stack of PDF documents to re-key, they receive an INHERIT document. The trusts, assets, and beneficiary chain import directly into the solicitor’s case management system. The estate attorney sees the same structured data. Trust administration starts immediately — no weeks lost to document review and manual transcription.

For the family, this means faster resolution. For the adviser, it means the estate plan they spent years building actually works as intended when it matters most.

How data flows

Wealth.com ↔ INHERIT Document ↔ Any other system

REST API, SFTP, Ester AI output → person, trust, estate, asset

For your IT team

Full field-level mapping, authentication details, and code examples

Technical guide ↗

Interested in the Wealth.com integration?

Tell us about your firm and we'll help you get started.