1<!doctype html><html lang="en-US" ><head>
1<script> 2var gform;gform||(document.addEventListener("gform_main_scripts_loaded",function(){gform.scriptsLoaded=!0}),document.addEventListener("gform/theme/scripts_loaded",function(){gform.themeScriptsLoaded=!0}),window.addEventListener("DOMContentLoaded",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>"function"==typeof InitializeEditor,callIfLoaded:function(o){return!(!gform.domLoaded||!gform.scriptsLoaded||!gform.themeScriptsLoaded&&!gform.isFormEditor()||(gform.isFormEditor()&&console.warn("The use of gform.initializeOnLoaded() is deprecated in the form editor context and will be removed in Gravity Forms 3.1."),o(),0))},initializeOnLoaded:function(o){gform.callIfLoaded(o)||(document.addEventListener("gform_main_scripts_loaded",()=>{gform.scriptsLoaded=!0,gform.callIfLoaded(o)}),document.addEventListener("gform/theme/scripts_loaded",()=>{gform.themeScriptsLoaded=!0,gform.callIfLoaded(o)}),window.addEventListener("DOMContentLoaded",()=>{gform.domLoaded=!0,gform.callIfLoaded(o)}))},hooks:{action:{},filter:{}},addAction:function(o,r,e,t){gform.addHook("action",o,r,e,t)},addFilter:function(o,r,e,t){gform.addHook("filter",o,r,e,t)},doAction:function(o){gform.doHook("action",o,arguments)},applyFilters:function(o){return gform.doHook("filter",o,arguments)},removeAction:function(o,r){gform.removeHook("action",o,r)},removeFilter:function(o,r,e){gform.removeHook("filter",o,r,e)},addHook:function(o,r,e,t,n){null==gform.hooks[o][r]&&(gform.hooks[o][r]=[]);var d=gform.hooks[o][r];null==n&&(n=r+"_"+d.length),gform.hooks[o][r].push({tag:n,callable:e,priority:t=null==t?10:t})},doHook:function(r,o,e){var t;if(e=Array.prototype.slice.call(e,1),null!=gform.hooks[r][o]&&((o=gform.hooks[r][o]).sort(function(o,r){return o.priority-r.priority}),o.forEach(function(o){"function"!=typeof(t=o.callable)&&(t=window[t]),"action"==r?t.apply(null,e):e[0]=t.apply(null,e)})),"filter"==r)return e[0]},removeHook:function(o,r,t,n){var e;null!=gform.hooks[o][r]&&(e=(e=gform.hooks[o][r]).filter(function(o,r,e){return!!(null!=n&&n!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][r]=e)}}); 3</script>
3 4<meta charset="UTF-8" /><meta name="viewport" content="width=device-width, initial-scale=1" /><meta name="theme-color" content="#00534f" media="(prefers-color-scheme: dark)"><meta name="theme-color" content="#00534f" media="(prefers-color-scheme: light)"><meta name='robots' content='index, follow, max-image-preview:large, max-snippet:-1, max-video-preview:-1' />
4<script data-cfasync="false" data-pagespeed-no-defer>var gtm4wp_datalayer_name = "dataLayer"; 5 var dataLayer = dataLayer || [];</script>
5 <link media="all" href="https://www.wealth.com/wp-content/cache/autoptimize/css/autoptimize_6b8e5886cc08f8734a6cce73586cf751.css" rel="stylesheet"><title>Pricing - Wealth.com</title><meta name="description" content="Whether you serve a dozen families or a thousand, Wealth.com delivers the tools, insights, and automation to make estate planning efficient, scalable, and personalizedâwithout compromise." /><link rel="canonical" href="https://www.wealth.com/pricing/" /><meta property="og:locale" content="en_US" /><meta property="og:type" content="article" /><meta property="og:title" content="Pricing" /><meta property="og:description" content="Whether you serve a dozen families or a thousand, Wealth.com delivers the tools, insights, and automation to make estate planning efficient, scalable, and personalizedâwithout compromise." /><meta property="og:url" content="https://www.wealth.com/pricing/" /><meta property="og:site_name" content="Wealth.com" /><meta property="article:modified_time" content="2026-02-25T14:05:43+00:00" /><meta property="og:image" content="https://www.wealth.com/wp-content/uploads/2025/07/Wealth.comPricing.png" /><meta property="og:image:width" content="1200" /><meta property="og:image:height" content="628" /><meta property="og:image:type" content="image/png" /><meta name="twitter:card" content="summary_large_image" /><meta name="twitter:site" content="@wearewealth" />
5<script type="application/ld+json" class="yoast-schema-graph">{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.wealth.com\/pricing\/","url":"https:\/\/www.wealth.com\/pricing\/","name":"Pricing - Wealth.com","isPartOf":{"@id":"https:\/\/www.wealth.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.wealth.com\/pricing\/#primaryimage"},"image":{"@id":"https:\/\/www.wealth.com\/pricing\/#primaryimage"},"thumbnailUrl":"https:\/\/www.wealth.com\/wp-content\/uploads\/2025\/07\/Wealth.comPricing.png","datePublished":"2025-06-22T14:00:22+00:00","dateModified":"2026-02-25T14:05:43+00:00","description":"Whether you serve a dozen families or a thousand, Wealth.com delivers the tools, insights, and automation to make estate planning efficient, scalable, and personalizedâwithout compromise.","breadcrumb":{"@id":"https:\/\/www.wealth.com\/pricing\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.wealth.com\/pricing\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.wealth.com\/pricing\/#primaryimage","url":"https:\/\/www.wealth.com\/wp-content\/uploads\/2025\/07\/Wealth.comPricing.png","contentUrl":"https:\/\/www.wealth.com\/wp-content\/uploads\/2025\/07\/Wealth.comPricing.png","width":1200,"height":628},{"@type":"BreadcrumbList","@id":"https:\/\/www.wealth.com\/pricing\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.wealth.com\/"},{"@type":"ListItem","position":2,"name":"Pricing"}]},{"@type":"WebSite","@id":"https:\/\/www.wealth.com\/#website","url":"https:\/\/www.wealth.com\/","name":"Wealth.com","description":"","publisher":{"@id":"https:\/\/www.wealth.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.wealth.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.wealth.com\/#organization","name":"Wealth.com","url":"https:\/\/www.wealth.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.wealth.com\/#\/schema\/logo\/image\/","url":"https:\/\/www.wealth.com\/wp-content\/uploads\/2025\/02\/wealth-com-logo.svg","contentUrl":"https:\/\/www.wealth.com\/wp-content\/uploads\/2025\/02\/wealth-com-logo.svg","caption":"Wealth.com"},"image":{"@id":"https:\/\/www.wealth.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/wearewealth","https:\/\/www.linkedin.com\/company\/wearewealth","https:\/\/www.youtube.com\/@wearewealth"],"description":"Wealth.com is the industry's leading estate and tax planning platform, trusted by thousands of wealth management firms to help advisors plan for every tomorrow.","knowsAbout":["estate planning","tax planning","wealth management","financial advisory technology","estate documents"]}]}</script>
5 <link rel='dns-prefetch' href='//js.hs-scripts.com' /><link rel='dns-prefetch' href='//js.hsforms.net' /><link rel='dns-prefetch' href='//unpkg.com' /><link rel="alternate" type="application/rss+xml" title="Wealth.com » Feed" href="https://www.wealth.com/feed/" /><link rel="alternate" type="application/rss+xml" title="Wealth.com » Comments Feed" href="https://www.wealth.com/comments/feed/" /><link rel="alternate" title="oEmbed (JSON)" type="application/json+oembed" href="https://www.wealth.com/wp-json/oembed/1.0/embed?url=https%3A%2F%2Fwww.wealth.com%2Fpricing%2F" /><link rel="alternate" title="oEmbed (XML)" type="text/xml+oembed" href="https://www.wealth.com/wp-json/oembed/1.0/embed?url=https%3A%2F%2Fwww.wealth.com%2Fpricing%2F&format=xml" />
5<script id="jquery-core-js-extra">var siteModals = {"contact-modal":"\t\u003Cdiv\n\t\tclass=\"modal\"\n\t\tid=\"contact-modal\"\n\t\ttabindex=\"-1\"\n\t\tdata-appearance=\"transparent\"\n\t\taria-hidden=\"true\"\n\t\u003E\n\t\t\u003Cdiv class=\"modal--bg\"\u003E\u003C/div\u003E\n\t\t\u003Cdiv class=\"modal-dialog modal-dialog-centered modal-lg\"\u003E\n\t\t\t\u003Cdiv class=\"modal-content\"\u003E\n\t\t\t\t\u003Cdiv class=\"modal-header justify-content-between no-title\"\u003E\n\t\t\t\t\t\t\t\t\t\t\u003Cbutton type=\"button\" class=\"close\" data-dismiss=\"modal\" aria-label=\"Close\"\u003E\n\t\t\t\t\t\t\u003Csvg xmlns=\"http://www.w3.org/2000/svg\" viewBox=\"0 0 384 512\"\u003E\n\t\t\t\t\t\t\t\u003Cpath fill=\"currentColor\" d=\"M376.6 84.5c11.3-13.6 9.5-33.8-4.1-45.1s-33.8-9.5-45.1 4.1L192 206 56.6 43.5C45.3 29.9 25.1 28.1 11.5 39.4S-3.9 70.9 7.4 84.5L150.3 256 7.4 427.5c-11.3 13.6-9.5 33.8 4.1 45.1s33.8 9.5 45.1-4.1L192 306 327.4 468.5c11.3 13.6 31.5 15.4 45.1 4.1s15.4-31.5 4.1-45.1L233.7 256 376.6 84.5z\"/\u003E\n\t\t\t\t\t\t\u003C/svg\u003E\n\t\t\t\t\t\u003C/button\u003E\n\t\t\t\t\u003C/div\u003E\n\t\t\t\t\u003Cdiv class=\"modal-body wysiwyg\"\u003E\n\t\t\t\t\t\u003Cscript\u003E\nvar gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform/theme/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=\u003E\"function\"==typeof InitializeEditor,callIfLoaded:function(o){return!(!gform.domLoaded||!gform.scriptsLoaded||!gform.themeScriptsLoaded&&!gform.isFormEditor()||(gform.isFormEditor()&&console.warn(\"The use of gform.initializeOnLoaded() is deprecated in the form editor context and will be removed in Gravity Forms 3.1.\"),o(),0))},initializeOnLoaded:function(o){gform.callIfLoaded(o)||(document.addEventListener(\"gform_main_scripts_loaded\",()=\u003E{gform.scriptsLoaded=!0,gform.callIfLoaded(o)}),document.addEventListener(\"gform/theme/scripts_loaded\",()=\u003E{gform.themeScriptsLoaded=!0,gform.callIfLoaded(o)}),window.addEventListener(\"DOMContentLoaded\",()=\u003E{gform.domLoaded=!0,gform.callIfLoaded(o)}))},hooks:{action:{},filter:{}},addAction:function(o,r,e,t){gform.addHook(\"action\",o,r,e,t)},addFilter:function(o,r,e,t){gform.addHook(\"filter\",o,r,e,t)},doAction:function(o){gform.doHook(\"action\",o,arguments)},applyFilters:function(o){return gform.doHook(\"filter\",o,arguments)},removeAction:function(o,r){gform.removeHook(\"action\",o,r)},removeFilter:function(o,r,e){gform.removeHook(\"filter\",o,r,e)},addHook:function(o,r,e,t,n){null==gform.hooks[o][r]&&(gform.hooks[o][r]=[]);var d=gform.hooks[o][r];null==n&&(n=r+\"_\"+d.length),gform.hooks[o][r].push({tag:n,callable:e,priority:t=null==t?10:t})},doHook:function(r,o,e){var t;if(e=Array.prototype.slice.call(e,1),null!=gform.hooks[r][o]&&((o=gform.hooks[r][o]).sort(function(o,r){return o.priority-r.priority}),o.forEach(function(o){\"function\"!=typeof(t=o.callable)&&(t=window[t]),\"action\"==r?t.apply(null,e):e[0]=t.apply(null,e)})),\"filter\"==r)return e[0]},removeHook:function(o,r,t,n){var e;null!=gform.hooks[o][r]&&(e=(e=gform.hooks[o][r]).filter(function(o,r,e){return!!(null!=n&&n!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][r]=e)}});\n\u003C/script\u003E\n\n \u003Cdiv class='gf_browser_chrome gform_wrapper gform-theme gform-theme--foundation gform-theme--framework gform-theme--orbital wealth-contact-form_wrapper' data-form-theme='orbital' data-form-index='0' id='gform_wrapper_1' \u003E\u003Cstyle\u003E#gform_wrapper_1[data-form-index=\"0\"].gform-theme{--gf-color-primary: #204ce5;--gf-color-primary-rgb: 32, 76, 229;--gf-color-primary-contrast: #fff;--gf-color-primary-contrast-rgb: 255, 255, 255;--gf-color-primary-darker: #001AB3;--gf-color-primary-lighter: #527EFF;--gf-color-secondary: #fff;--gf-color-secondary-rgb: 255, 255, 255;--gf-color-secondary-contrast: #112337;--gf-color-secondary-contrast-rgb: 17, 35, 55;--gf-color-secondary-darker: #F5F5F5;--gf-color-secondary-lighter: #FFFFFF;--gf-color-out-ctrl-light: rgba(17, 35, 55, 0.1);--gf-color-out-ctrl-light-rgb: 17, 35, 55;--gf-color-out-ctrl-light-darker: rgba(104, 110, 119, 0.35);--gf-color-out-ctrl-light-lighter: #F5F5F5;--gf-color-out-ctrl-dark: #585e6a;--gf-color-out-ctrl-dark-rgb: 88, 94, 106;--gf-color-out-ctrl-dark-darker: #112337;--gf-color-out-ctrl-dark-lighter: rgba(17, 35, 55, 0.65);--gf-color-in-ctrl: #fff;--gf-color-in-ctrl-rgb: 255, 255, 255;--gf-color-in-ctrl-contrast: #112337;--gf-color-in-ctrl-contrast-rgb: 17, 35, 55;--gf-color-in-ctrl-darker: #F5F5F5;--gf-color-in-ctrl-lighter: #FFFFFF;--gf-color-in-ctrl-primary: #204ce5;--gf-color-in-ctrl-primary-rgb: 32, 76, 229;--gf-color-in-ctrl-primary-contrast: #fff;--gf-color-in-ctrl-primary-contrast-rgb: 255, 255, 255;--gf-color-in-ctrl-primary-darker: #001AB3;--gf-color-in-ctrl-primary-lighter: #527EFF;--gf-color-in-ctrl-light: rgba(17, 35, 55, 0.1);--gf-color-in-ctrl-light-rgb: 17, 35, 55;--gf-color-in-ctrl-light-darker: rgba(104, 110, 119, 0.35);--gf-color-in-ctrl-light-lighter: #F5F5F5;--gf-color-in-ctrl-dark: #585e6a;--gf-color-in-ctrl-dark-rgb: 88, 94, 106;--gf-color-in-ctrl-dark-darker: #112337;--gf-color-in-ctrl-dark-lighter: rgba(17, 35, 55, 0.65);--gf-radius: 3px;--gf-font-size-secondary: 14px;--gf-font-size-tertiary: 13px;--gf-icon-ctrl-number: url(\"data:image/svg+xml,%3Csvg width='8' height='14' viewBox='0 0 8 14' fill='none' xmlns='http://www.w3.org/2000/svg'%3E%3Cpath fill-rule='evenodd' clip-rule='evenodd' d='M4 0C4.26522 5.96046e-08 4.51957 0.105357 4.70711 0.292893L7.70711 3.29289C8.09763 3.68342 8.09763 4.31658 7.70711 4.70711C7.31658 5.09763 6.68342 5.09763 6.29289 4.70711L4 2.41421L1.70711 4.70711C1.31658 5.09763 0.683417 5.09763 0.292893 4.70711C-0.0976311 4.31658 -0.097631 3.68342 0.292893 3.29289L3.29289 0.292893
5C3.48043 0.105357 3.73478 0 4 0ZM0.292893 9.29289C0.683417 8.90237 1.31658 8.90237 1.70711 9.29289L4 11.5858L6.29289 9.29289C6.68342 8.90237 7.31658 8.90237 7.70711 9.29289C8.09763 9.68342 8.09763 10.3166 7.70711 10.7071L4.70711 13.7071C4.31658 14.0976 3.68342 14.0976 3.29289 13.7071L0.292893 10.7071C-0.0976311 10.3166 -0.0976311 9.68342 0.292893 9.29289Z' fill='rgba(17, 35, 55, 0.65)'/%3E%3C/svg%3E\");--gf-icon-ctrl-select: url(\"data:image/svg+xml,%3Csvg width='10' height='6' viewBox='0 0 10 6' fill='none' xmlns='http://www.w3.org/2000/svg'%3E%3Cpath fill-rule='evenodd' clip-rule='evenodd' d='M0.292893 0.292893C0.683417 -0.097631 1.31658 -0.097631 1.70711 0.292893L5 3.58579L8.29289 0.292893C8.68342 -0.0976311 9.31658 -0.0976311 9.70711 0.292893C10.0976 0.683417 10.0976 1.31658 9.70711 1.70711L5.70711 5.70711C5.31658 6.09763 4.68342 6.09763 4.29289 5.70711L0.292893 1.70711C-0.0976311 1.31658 -0.0976311 0.683418 0.292893 0.292893Z' fill='rgba(17, 35, 55, 0.65)'/%3E%3C/svg%3E\");--gf-icon-ctrl-search: url(\"data:image/svg+xml,%3Csvg width='640' height='640' xmlns='http://www.w3.org/2000/svg'%3E%3Cpath d='M256 128c-70.692 0-128 57.308-128 128 0 70.691 57.308 128 128 128 70.691 0 128-57.309 128-128 0-70.692-57.309-128-128-128zM64 256c0-106.039 85.961-192 192-192s192 85.961 192 192c0 41.466-13.146 79.863-35.498 111.248l154.125 154.125c12.496 12.496 12.496 32.758 0 45.254s-32.758 12.496-45.254 0L367.248 412.502C335.862 434.854 297.467 448 256 448c-106.039 0-192-85.962-192-192z' fill='rgba(17, 35, 55, 0.65)'/%3E%3C/svg%3E\");--gf-label-space-y-secondary: var(--gf-label-space-y-md-secondary);--gf-ctrl-border-color: #686e77;--gf-ctrl-size: var(--gf-ctrl-size-md);--gf-ctrl-label-color-primary: #112337;--gf-ctrl-label-color-secondary: #112337;--gf-ctrl-choice-size: var(--gf-ctrl-choice-size-md);--gf-ctrl-checkbox-check-size: var(--gf-ctrl-checkbox-check-size-md);--gf-ctrl-radio-check-size: var(--gf-ctrl-radio-check-size-md);--gf-ctrl-btn-font-size: var(--gf-ctrl-btn-font-size-md);--gf-ctrl-btn-padding-x: var(--gf-ctrl-btn-padding-x-md);--gf-ctrl-btn-size: var(--gf-ctrl-btn-size-md);--gf-ctrl-btn-border-color-secondary: #686e77;--gf-ctrl-btn-bg-color-hover-tertiary: #EBEBEB;--gf-field-img-choice-size: var(--gf-field-img-choice-size-md);--gf-field-img-choice-card-space: var(--gf-field-img-choice-card-space-md);--gf-field-img-choice-check-ind-size: var(--gf-field-img-choice-check-ind-size-md);--gf-field-img-choice-check-ind-icon-size: var(--gf-field-img-choice-check-ind-icon-size-md);--gf-field-pg-steps-number-color: rgba(17, 35, 55, 0.8);}\u003C/style\u003E\u003Cdiv id='gf_1' class='gform_anchor' tabindex='-1'\u003E\u003C/div\u003E\n \u003Cdiv class='gform_heading'\u003E\n\t\t\t\t\t\t\t\u003Cp class='gform_required_legend'\u003E\"\u003Cspan class=\"gfield_required gfield_required_asterisk\"\u003E*\u003C/span\u003E\" indicates required fields\u003C/p\u003E\n \u003C/div\u003E\u003Cform method='post' enctype='multipart/form-data' target='gform_ajax_frame_1' id='gform_1' class='wealth-contact-form' action='/pricing/#gf_1' data-formid='1' novalidate\u003E\n \u003Cdiv class='gform-body gform_body'\u003E\u003Cdiv id='gform_fields_1' class='gform_fields top_label form_sublabel_below description_below validation_below'\u003E\u003Cdiv id=\"field_1_12\" class=\"gfield gfield--type-honeypot gform_validation_container field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\" \u003E\u003Clabel class='gfield_label gform-field-label' for='input_1_12'\u003E\u003Cspan class='gform-field-label__text'\u003EURL\u003C/span\u003E\u003C/label\u003E\u003Cdiv class='ginput_container'\u003E\u003Cinput name='input_12' id='input_1_12' type='text' value='' autocomplete='new-password'/\u003E\u003C/div\u003E\u003Cdiv class='gfield_description' id='gfield_description_1_12'\u003EThis field is for validation purposes and should be left unchanged.\u003C/div\u003E\u003C/div\u003E\u003Cfieldset id=\"field_1_1\" class=\"gfield gfield--type-radio gfield--type-choice gfield--in
5put-type-radio contact-reason gfield_contains_required field_sublabel_below gfield--has-description field_description_above hidden_label field_validation_below gfield_visibility_visible gfield--choice-align-vertical\" \u003E\u003Clegend class='gfield_label gform-field-label' \u003E\u003Cspan class='gform-field-label__text'\u003EWhat best describes your goals for requesting a demo?\u003C/span\u003E\u003Cspan class=\"gfield_required\"\u003E\u003Cspan class=\"gfield_required gfield_required_asterisk\"\u003E*\u003C/span\u003E\u003C/span\u003E\u003C/legend\u003E\u003Cdiv class='gfield_description' id='gfield_description_1_1'\u003E\u003Ch3\u003EWhat best describes your goals for requesting a demo?\u003C/h3\u003E\u003C/div\u003E\u003Cdiv class='ginput_container ginput_container_radio'\u003E\u003Cdiv class='gfield_radio' id='input_1_1'\u003E\n\t\t\t\u003Cdiv class='gchoice gchoice_1_1_0'\u003E\n\t\t\t\t\t\u003Cinput class='gfield-choice-input' name='input_1' type='radio' value='Just exploring and want to learn more' id='choice_1_1_0' onchange='gformToggleRadioOther( this )' aria-describedby=\"gfield_description_1_1\" /\u003E\n\t\t\t\t\t\u003Clabel for='choice_1_1_0' id='label_1_1_0' class='gform-field-label gform-field-label--type-inline'\u003EJust exploring and want to learn more\u003C/label\u003E\n\t\t\t\u003C/div\u003E\n\t\t\t\u003Cdiv class='gchoice gchoice_1_1_1'\u003E\n\t\t\t\t\t\u003Cinput class='gfield-choice-input' name='input_1' type='radio' value='I'm actively looking for an estate planning solution' id='choice_1_1_1' onchange='gformToggleRadioOther( this )' /\u003E\n\t\t\t\t\t\u003Clabel for='choice_1_1_1' id='label_1_1_1' class='gform-field-label gform-field-label--type-inline'\u003EI'm actively looking for an estate planning solution\u003C/label\u003E\n\t\t\t\u003C/div\u003E\n\t\t\t\u003Cdiv class='gchoice gchoice_1_1_2'\u003E\n\t\t\t\t\t\u003Cinput class='gfield-choice-input' name='input_1' type='radio' value='I need to replace an existing solution' id='choice_1_1_2' onchange='gformToggleRadioOther( this )' /\u003E\n\t\t\t\t\t\u003Clabel for='choice_1_1_2' id='label_1_1_2' class='gform-field-label gform-field-label--type-inline'\u003EI need to replace an existing solution\u003C/label\u003E\n\t\t\t\u003C/div\u003E\n\t\t\t\u003Cdiv class='gchoice gchoice_1_1_3'\u003E\n\t\t\t\t\t\u003Cinput class='gfield-choice-input' name='input_1' type='radio' value='I'm interested in your family office offering' id='choice_1_1_3' onchange='gformToggleRadioOther( this )' /\u003E\n\t\t\t\t\t\u003Clabel for='choice_1_1_3' id='label_1_1_3' class='gform-field-label gform-field-label--type-inline'\u003EI'm interested in your family office offering\u003C/label\u003E\n\t\t\t\u003C/div\u003E\n\t\t\t\u003Cdiv class='gchoice gchoice_1_1_4'\u003E\n\t\t\t\t\t\u003Cinput class='gfield-choice-input' name='input_1' type='radio' value='Other' id='choice_1_1_4' onchange='gformToggleRadioOther( this )' /\u003E\n\t\t\t\t\t\u003Clabel for='choice_1_1_4' id='label_1_1_4' class='gform-field-label gform-field-label--type-inline'\u003EOther\u003C/label\u003E\n\t\t\t\u003C/div\u003E\u003C/div\u003E\u003C/div\u003E\u003C/fieldset\u003E\u003Cdiv id=\"field_1_4\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\" \u003E\u003Clabel class='gfield_label gform-field-label' for='input_1_4'\u003E\u003Cspan class='gform-field-label__text'\u003EFirst Name\u003C/span\u003E\u003Cspan class=\"gfield_required\"\u003E\u003Cspan class=\"gfield_required gfield_required_asterisk\"\u003E*\u003C/span\u003E\u003C/span\u003E\u003C/label\u003E\u003Cdiv class='ginput_container ginput_container_text'\u003E\u003Cinput name='input_4' id='input_1_4' type='text' value='' class='large' aria-required=\"true\" aria-invalid=\"false\" /\u003E\u003C/div\u003E\u003C/div\u003E\u003Cdiv id=\"field_1_5\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\" \u003E\u003Clabel class='gfield_label gform-field-label' for='input_1_5'\u003E\u003Cspan class='gform-field-label__text'\u003ELast Name\u003C/span\u003E\u003Cspan class=\"gfield_required\"\u003E\u003Cspan class=\"gfield_required gfield_required_asterisk\"\u003E*\u003C/span\u003E\u003C/span\u003E\u003C/label\u003E\u003Cdiv class='ginput_container ginput_container_text'\u003E\u003Cinput name='input_5' id='input_1_5' type='text' value='' class='large' aria-required=\"true\" aria-invalid=\"false\" /\u003E\u003C/div\u003E\u003C/div\u003E\u003Cdiv id=\"field_1_6\" class=\"gfield gfield--type-email gfield--in
5put-type-email gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\" \u003E\u003Clabel class='gfield_label gform-field-label' for='input_1_6'\u003E\u003Cspan class='gform-field-label__text'\u003ECompany Email\u003C/span\u003E\u003Cspan class=\"gfield_required\"\u003E\u003Cspan class=\"gfield_required gfield_required_asterisk\"\u003E*\u003C/span\u003E\u003C/span\u003E\u003C/label\u003E\u003Cdiv class='ginput_container ginput_container_email'\u003E\n \u003Cinput name='input_6' id='input_1_6' type='email' value='' class='large' aria-required=\"true\" aria-invalid=\"false\" /\u003E\n \u003C/div\u003E\u003C/div\u003E\u003Cdiv id=\"field_1_8\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\" \u003E\u003Clabel class='gfield_label gform-field-label' for='input_1_8'\u003E\u003Cspan class='gform-field-label__text'\u003ECompany Name\u003C/span\u003E\u003Cspan class=\"gfield_required\"\u003E\u003Cspan class=\"gfield_required gfield_required_asterisk\"\u003E*\u003C/span\u003E\u003C/span\u003E\u003C/label\u003E\u003Cdiv class='ginput_container ginput_container_text'\u003E\u003Cinput name='input_8' id='input_1_8' type='text' value='' class='large' aria-required=\"true\" aria-invalid=\"false\" /\u003E\u003C/div\u003E\u003C/div\u003E\u003Cdiv id=\"field_1_9\" class=\"gfield gfield--type-select gfield--input-type-select gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\" \u003E\u003Clabel class='gfield_label gform-field-label' for='input_1_9'\u003E\u003Cspan class='gform-field-label__text'\u003ECompany Size\u003C/span\u003E\u003Cspan class=\"gfield_required\"\u003E\u003Cspan class=\"gfield_required gfield_required_asterisk\"\u003E*\u003C/span\u003E\u003C/span\u003E\u003C/label\u003E\u003Cdiv class='ginput_container ginput_container_select'\u003E\u003Cselect name='input_9' id='input_1_9' class='large gfield_select' aria-required=\"true\" aria-invalid=\"false\" \u003E\u003Coption value='' selected='selected' class='gf_placeholder'\u003ESelect Company Size\u003C/option\u003E\u003Coption value='1-2 advisors' \u003E1-2 advisors\u003C/option\u003E\u003Coption value='3-10 advisors' \u003E3-10 advisors\u003C/option\u003E\u003Coption value='11-25 advisors' \u003E11-25 advisors\u003C/option\u003E\u003Coption value='26-100 advisors' \u003E26-100 advisors\u003C/option\u003E\u003Coption value='101-500 advisors' \u003E101-500 advisors\u003C/option\u003E\u003Coption value='501-1000 advisors' \u003E501-1000 advisors\u003C/option\u003E\u003Coption value='1001+ advisors' \u003E1001+ advisors\u003C/option\u003E\u003C/select\u003E\u003C/div\u003E\u003C/div\u003E\u003Cdiv id=\"field_1_10\" class=\"gfield gfield--type-select gfield--input-type-select gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\" \u003E\u003Clabel class='gfield_label gform-field-label' for='input_1_10'\u003E\u003Cspan class='gform-field-label__text'\u003EState\u003C/span\u003E\u003Cspan class=\"gfield_required\"\u003E\u003Cspan class=\"gfield_required gfield_required_asterisk\"\u003E*\u003C/span\u003E\u003C/span\u003E\u003C/label\u003E\u003Cdiv class='ginput_container ginput_container_select'\u003E\u003Cselect name='input_10' id='input_1_10' class='large gfield_select' aria-required=\"true\" aria-invalid=\"false\" \u003E\u003Coption value='Alabama' \u003EAlabama\u003C/option\u003E\u003Coption value='Alaska' \u003EAlaska\u003C/option\u003E\u003Coption value='American Samoa' \u003EAmerican Samoa\u003C/option\u003E\u003Coption value='Arizona' \u003EArizona\u003C/option\u003E\u003Coption value='Arkansas' \u003EArkansas\u003C/option\u003E\u003Coption value='California' \u003ECalifornia\u003C/option\u003E\u003Coption value='C
5olorado' \u003EColorado\u003C/option\u003E\u003Coption value='Connecticut' \u003EConnecticut\u003C/option\u003E\u003Coption value='Delaware' \u003EDelaware\u003C/option\u003E\u003Coption value='District of Columbia' \u003EDistrict of Columbia\u003C/option\u003E\u003Coption value='Florida' \u003EFlorida\u003C/option\u003E\u003Coption value='Georgia' \u003EGeorgia\u003C/option\u003E\u003Coption value='Guam' \u003EGuam\u003C/option\u003E\u003Coption value='Hawaii' \u003EHawaii\u003C/option\u003E\u003Coption value='Idaho' \u003EIdaho\u003C/option\u003E\u003Coption value='Illinois' \u003EIllinois\u003C/option\u003E\u003Coption value='Indiana' \u003EIndiana\u003C/option\u003E\u003Coption value='Iowa' \u003EIowa\u003C/option\u003E\u003Coption value='Kansas' \u003EKansas\u003C/option\u003E\u003Coption value='Kentucky' \u003EKentucky\u003C/option\u003E\u003Coption value='Louisiana' \u003ELouisiana\u003C/option\u003E\u003Coption value='Maine' \u003EMaine\u003C/option\u003E\u003Coption value='Maryland' \u003EMaryland\u003C/option\u003E\u003Coption value='Massachusetts' \u003EMassachusetts\u003C/option\u003E\u003Coption value='Michigan' \u003EMichigan\u003C/option\u003E\u003Coption value='Minnesota' \u003EMinnesota\u003C/option\u003E\u003Coption value='Mississippi' \u003EMississippi\u003C/option\u003E\u003Coption value='Missouri' \u003EMissouri\u003C/option\u003E\u003Coption value='Montana' \u003EMontana\u003C/option\u003E\u003Coption value='Nebraska' \u003ENebraska\u003C/option\u003E\u003Coption value='Nevada' \u003ENevada\u003C/option\u003E\u003Coption value='New Hampshire' \u003ENew Hampshire\u003C/option\u003E\u003Coption value='New Jersey' \u003ENew Jersey\u003C/option\u003E\u003Coption value='New Mexico' \u003ENew Mexico\u003C/option\u003E\u003Coption value='New York' \u003ENew York\u003C/option\u003E\u003Coption value='North Carolina' \u003ENorth Carolina\u003C/option\u003E\u003Coption value='North Dakota' \u003ENorth Dakota\u003C/option\u003E\u003Coption value='Northern Mariana Islands' \u003ENorthern Mariana Islands\u003C/option\u003E\u003Coption value='Ohio' \u003EOhio\u003C/option\u003E\u003Coption value='Oklahoma' \u003EOklahoma\u003C/option\u003E\u003Coption value='Oregon' \u003EOregon\u003C/option\u003E\u003Coption value='Pennsylvania' \u003EPennsylvania\u003C/option\u003E\u003Coption value='Puerto Rico' \u003EPuerto Rico\u003C/option\u003E\u003Coption value='Rhode Island' \u003ERhode Island\u003C/option\u003E\u003Coption value='South Carolina' \u003ESouth Carolina\u003C/option\u003E\u003Coption value='South Dakota' \u003ESouth Dakota\u003C/option\u003E\u003Coption value='Tennessee' \u003ETennessee\u003C/option\u003E\u003Coption value='Texas' \u003ETexas\u003C/option\u003E\u003Coption value='Utah' \u003EUtah\u003C/option\u003E\u003Coption value='U.S. Virgin Islands' \u003EU.S. Virgin Islands\u003C/option\u003E\u003Coption value='Vermont' \u003EVermont\u003C/option\u003E\u003Coption value='Virginia' \u003EVirginia\u003C/option\u003E\u003Coption value='Washington' \u003EWashington\u003C/option\u003E\u003Coption value='West Virginia' \u003EWest Virginia\u003C/option\u003E\u003Coption value='Wisconsin' \u003EWisconsin\u003C/option\u003E\u003Coption value='Wyoming' \u003EWyoming\u003C/option\u003E\u003Coption value='Armed Forces Americas' \u003EArmed Forces Americas\u003C/option\u003E\u003Coption value='Armed Forces Europe' \u003EArmed Forces Europe\u003C/option\u003E\u003Coption value='Armed Forces Pacific' \u003EArmed Forces Pacific\u003C/option\u003E\u003C/select\u003E\u003C/div\u003E\u003C/div\u003E\u003Cdiv id=\"field_1_11\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\" \u003E\u003Clabel class='gfield_label gform-field-label' for='input_1_11'\u003E\u003Cspan class='gform-field-label__text'\u003EPhone Number\u003C/span\u003E\u003Cspan class=\"gfield_required\"\u003E\u003Cspan class=\"gfield_required gfield_required_asterisk\"\u003E*\u003C/span\u003E\u003C/span\u003E\u003C/label\u003E\u003Cdiv class='ginput_container ginput_container_text'\u003E\u003Cinput name='input_11' id='input_1_11' type='text' value='' class='large' aria-required=\"true\" aria-invalid=\"false\" /\u003E\u003C/div\u003E\u003C/div\u003E\u003C/div\u003E\u003C/div\u003E\n \u003Cdiv class='gform-footer gform_footer top_label'\u003E \u003Cbutton type='submit' id='gform_submit_button_1' class='gform_button button' onclick='gform.submission.handleButtonClick(this);' data-submission-type='submit' \u003ESubmit\u003C/button\u003E \u003Cinput type='hidden' name='gform_ajax' value='form_id=1&title=&description=&tabindex=0&theme=orbital&styles=[]&hash=0bd0dd4b168e0f49883665ca41bcc628' /\u003E\n \u003Cinput type='hidden' class='gform_hidden' name='gform_submission_method' data-js='gform_submission_method_1' value='iframe' /\u003E\n \u003Cinput type='hidden' class='gform_hidden' name='gform_theme' data-js='gform_theme_1' id='gform_theme_1' value='orbital' /\u003E\n \u003Cinput type='hidden' class='gform_hidden' name='gform_style_settings' data-js='gform_style_settings_1' id='gform_style_settings_1' value='[]' /\u003E\n \u003Cinput type='hidden' class='gform_hidden' name='is_submit_1' value='1' /\u003E\n \u003Cinput type='hidden' class='gform_hidden' name='gform_submit' value='1' /\u003E\n \n \u003Cinput type='hidden' class='gform_hidden' name='gform_currency' data-currency='USD' value='LfNBE+CE9/BbBhCQZGPaJmN/KAMCLqcPG2/tkgBqNEUIui8jGPGjp+jKeMuazFQPnRR1mucnPXikAtxIMEmteIpDpWpzdWyDi8nhdiv/euZqm3M=' /\u003E\n \u003Cinput type='hidden' class='gform_hidden' name='gform_unique_id' value='' /\u003E\n \u003Cinput type='hidden' class='gform_hidden' name='state_1' value='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' /\u003E\n \u003Cinput type='hidden' autocomplete='off' class='gform_hidden' name='gform_target_page_number_1' id='gform_target_page_number_1' value='0' /\u003E\n \u003Cinput type='hidden' autocomplete='off' class='gform_hidden' name='gform_source_page_number_1' id='gform_source_page_number_1' value='1' /\u003E\n \u003Cinput type='hidden' name='gform_field_values' value='' /\u003E\n \n \u003C/div\u003E\n \u003C/form\u003E\n \u003C/div\u003E\n\t\t \u003Ciframe style='display:none;width:0px;height:0px;' src='about:blank' name='gform_ajax_frame_1' id='gform_ajax_frame_1' title='This iframe contains the logic required to handle Ajax powered Gravity Forms.'\u003E\u003C/iframe\u003E\n\t\t \u003Cscript\u003E\ngform.initializeOnLoaded( function() {jQuery('#gform_ajax_frame_1').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') \u003E= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_1');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_1').length \u003E 0;var is_redirect = contents.indexOf('gformRedirect(){') \u003E= 0;var is_form = form_content.length \u003E 0 && ! is_redirect && ! is_confirmation;
5var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){jQuery('#gform_wrapper_1').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_1').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_1').removeClass('gform_validation_error');}setTimeout( function() { /* delay the scroll by 50 milliseconds to fix a bug in chrome */ jQuery(document).scrollTop(jQuery('#gform_wrapper_1').offset().top - mt); }, 50 );var current_page = jQuery('#gform_source_page_number_1').val();jQuery(document).trigger('gform_page_loaded', [1, current_page]);window['gf_submitting_1'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}jQuery('#gform_wrapper_1').replaceWith(confirmation_content);jQuery(document).scrollTop(jQuery('#gf_1').offset().top - mt);jQuery(document).trigger('gform_confirmation_loaded', [1]);window['gf_submitting_1'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_1').text());}else{jQuery('#gform_1').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger(\"gform_pre_post_render\", [{ formId: \"1\", currentPage: \"current_page\", abort: function() { this.preventDefault(); } }]); if (event && event.defaultPrevented) { return; } const gformWrapperDiv = document.getElementById( \"gform_wrapper_1\" ); if ( gformWrapperDiv ) { const visibilitySpan = document.createElement( \"span\" ); visibilitySpan.id = \"gform_visibility_test_1\"; gformWrapperDiv.insertAdjacentElement( \"afterend\", visibilitySpan ); } const visibilityTestDiv = document.getElementById( \"gform_visibility_test_1\" ); let postRenderFired = false; function triggerPostRender() { if ( postRenderFired ) { return; } postRenderFired = true; gform.core.triggerPostRenderEvents( 1, current_page ); if ( visibilityTestDiv ) { visibilityTestDiv.parentNode.removeChild( visibilityTestDiv ); } } function debounce( func, wait, immediate ) { var timeout; return function() { var context = this, args = arguments; var later = function() { timeout = null; if ( !immediate ) func.apply( context, args ); }; var callNow = immediate && !timeout; clearTimeout( timeout ); timeout = setTimeout( later, wait ); if ( callNow ) func.apply( context, args ); }; } const debouncedTriggerPostRender = debounce( function() { triggerPostRender(); }, 200 ); if ( visibilityTestDiv && visibilityTestDiv.offsetParent === null ) { const observer = new MutationObserver( ( mutations ) =\u003E { mutations.forEach( ( mutation ) =\u003E { if ( mutation.type === 'attributes' && visibilityTestDiv.offsetParent !== null ) { debouncedTriggerPostRender(); observer.disconnect(); } }); }); observer.observe( document.body, { attributes: true, childList: false, subtree: true, attributeFilter: [ 'style', 'class' ], }); } else { triggerPostRender(); } } );} );\n\u003C/script\u003E\n\n\t\t\t\t\u003C/div\u003E\n\t\t\t\u003C/div\u003E\n\t\t\u003C/div\u003E\n\t\u003C/div\u003E\n\t","partner-indication-form":"\t\u003Cdiv\n\t\tclass=\"modal\"\n\t\tid=\"partner-indication-form\"\n\t\ttabindex=\"-1\"\n\t\tdata-appearance=\"default\"\n\t\taria-hidden=\"true\"\n\t\u003E\n\t\t\u003Cdiv class=\"modal--bg\"\u003E\u003C/div\u003E\n\t\t\u003Cdiv class=\"modal-dialog modal-dialog-centered modal-md\"\u003E\n\t\t\t\u003Cdiv class=\"modal-content\"\u003E\n\t\t\t\t\u003Cdiv class=\"modal-header justify-content-between no-title\"\u003E\n\t\t\t\t\t\t\t\t\t\t\u003Cbutton type=\"button\" class=\"close\" data-dismiss=\"modal\" aria-label=\"Close\"\u003E\n\t\t\t\t\t\t\u003Csvg xmlns=\"http://www.w3.org/2000/svg\" viewBox=\"0 0 384 512\"\u003E\n\t\t\t\t\t\t\t\u003Cpath fill=\"currentColor\" d=\"M376.6 84.5c11.3-13.6 9.5-33.8-4.1-45.1s-33.8-9.5-45.1 4.1L192 206 56.6 43.5C45.3 29.9 25.1 28.1 11.5 39.4S-3.9 70.9 7.4 84.5L150.3 256 7.4 427.5c-11.3 13.6-9.5 33.8 4.1 45.1s33.8 9.5 45.1-4.1L192 306 327.4 468.5c11.3 13.6 31.5 15.4 45.1 4.1s15.4-31.5 4.1-45.1L233.7 256 376.6 84.5z\"/\u003E\n\t\t\t\t\t\t\u003C/svg\u003E\n\t\t\t\t\t\u003C/button\u003E\n\t\t\t\t\u003C/div\u003E\n\t\t\t\t\u003Cdiv class=\"modal-body wysiwyg\"\u003E\n\t\t\t\t\t\u003Cp style=\"text-align: center;\"\u003ELoading Form, Please Wait\u2026\u003C/p\u003E\n\t\t\t\t\u003C/div\u003E\n\t\t\t\u003C/div\u003E\n\t\t\u003C/div\u003E\n\t\u003C/div\u003E\n\t","demo":"\t\u003Cdiv\n\t\tclass=\"modal\"\n\t\tid=\"demo\"\n\t\ttabindex=\"-1\"\n\t\tdata-appearance=\"default\"\n\t\taria-hidden=\"true\"\n\t\u003E\n\t\t\u003Cdiv class=\"modal--bg\"\u003E\u003C/div\u003E\n\t\t\u003Cdiv class=\"modal-dialog modal-dialog-centered modal
5-lg\"\u003E\n\t\t\t\u003Cdiv class=\"modal-content\"\u003E\n\t\t\t\t\u003Cdiv class=\"modal-header justify-content-between has-title\"\u003E\n\t\t\t\t\t\t\t\t\t\t\u003Ch2 class=\"modal-title\"\u003EBook a Demo\u003C/h2\u003E\n\t\t\t\t\t\t\t\t\t\t\u003Cbutton type=\"button\" class=\"close\" data-dismiss=\"modal\" aria-label=\"Close\"\u003E\n\t\t\t\t\t\t\u003Csvg xmlns=\"http://www.w3.org/2000/svg\" viewBox=\"0 0 384 512\"\u003E\n\t\t\t\t\t\t\t\u003Cpath fill=\"currentColor\" d=\"M376.6 84.5c11.3-13.6 9.5-33.8-4.1-45.1s-33.8-9.5-45.1 4.1L192 206 56.6 43.5C45.3 29.9 25.1 28.1 11.5 39.4S-3.9 70.9 7.4 84.5L150.3 256 7.4 427.5c-11.3 13.6-9.5 33.8 4.1 45.1s33.8 9.5 45.1-4.1L192 306 327.4 468.5c11.3 13.6 31.5 15.4 45.1 4.1s15.4-31.5 4.1-45.1L233.7 256 376.6 84.5z\"/\u003E\n\t\t\t\t\t\t\u003C/svg\u003E\n\t\t\t\t\t\u003C/button\u003E\n\t\t\t\t\u003C/div\u003E\n\t\t\t\t\u003Cdiv class=\"modal-body wysiwyg\"\u003E\n\t\t\t\t\t\u003Cdiv id=\"hubspot-form-container\" data-hubspot-form-id=\"d2c86c48-5e5e-42d5-9c23-8e465232cd47\" data-hubspot-portal-id=\"9450632\" data-sfdccampaignid=\"701R700000Vwy3bIAB\" \u003E\u003C/div\u003E\t\t\t\t\u003C/div\u003E\n\t\t\t\u003C/div\u003E\n\t\t\u003C/div\u003E\n\t\u003C/div\u003E\n\t"}; 6var siteData = {"ajaxurl":"https://www.wealth.com/wp-admin/admin-ajax.php"}; 7//# sourceURL=jquery-core-js-extra</script>
7
7<script id="jquery-core-js" src="https://www.wealth.com/wp-includes/js/jquery/jquery.min.js?ver=3.7.1"></script>
7
7<script id="jquery-migrate-js" src="https://www.wealth.com/wp-includes/js/jquery/jquery-migrate.min.js?ver=3.4.1"></script>
7
7<script id="gform_json-js" defer='defer' src="https://www.wealth.com/wp-content/plugins/gravityforms/js/jquery.json.min.js?ver=3.1.1"></script>
7
7<script id="gform_gravityforms-js-extra">var gf_global = {"gf_currency_config":{"name":"U.S. Dollar","symbol_left":"$","symbol_right":"","symbol_padding":"","thousand_separator":",","decimal_separator":".","decimals":2,"code":"USD"},"base_url":"https://www.wealth.com/wp-content/plugins/gravityforms","number_formats":[],"version_hash":"6b914037398d567c6e7bf9e5b9dc510c","countries":{"AF":"Afghanistan","AX":"\u00c5land Islands","AL":"Albania","DZ":"Algeria","AS":"American Samoa","AD":"Andorra","AO":"Angola","AI":"Anguilla","AQ":"Antarctica","AG":"Antigua and Barbuda","AR":"Argentina","AM":"Armenia","AW":"Aruba","AU":"Australia","AT":"Austria","AZ":"Azerbaijan","BS":"Bahamas","BH":"Bahrain","BD":"Bangladesh","BB":"Barbados","BY":"Belarus","BE":"Belgium","BZ":"Belize","BJ":"Benin","BM":"Bermuda","BT":"Bhutan","BO":"Bolivia","BQ":"Bonaire, Sint Eustatius and Saba","BA":"Bosnia and Herzegovina","BW":"Botswana","BV":"Bouvet Island","BR":"Brazil","IO":"British Indian Ocean Territory","BN":"Brunei Darussalam","BG":"Bulgaria","BF":"Burkina Faso","BI":"Burundi","CV":"Cabo Verde","KH":"Cambodia","CM":"Cameroon","CA":"Canada","KY":"Cayman Islands","CF":"Central African Republic","TD":"Chad","CL":"Chile","CN":"China","CX":"Christmas Island","CC":"Cocos Islands","CO":"Colombia","KM":"Comoros","CD":"Congo, Democratic Republic of the","CG":"Congo","CK":"Cook Islands","CR":"Costa Rica","CI":"C\u00f4te d'Ivoire","HR":"Croatia","CU":"Cuba","CW":"Cura\u00e7ao","CY":"Cyprus","CZ":"Czechia","DK":"Denmark","DJ":"Djibouti","DM":"Dominica","DO":"Dominican Republic","EC":"Ecuador","EG":"Egypt","SV":"El Salvador","GQ":"Equatorial Guinea","ER":"Eritrea","EE":"Estonia","SZ":"Eswatini","ET":"Ethiopia","FK":"Falkland Islands","FO":"Faroe Islands","FJ":"Fiji","FI":"Finland","FR":"France","GF":"French Guiana","PF":"French Polynesia","TF":"French Southern Territories","GA":"Gabon","GM":"Gambia","GE":"Georgia","DE":"Germany","GH":"Ghana","GI":"Gibraltar","GR":"Greece","GL":"Greenland","GD":"Grenada","GP":"Guadeloupe","GU":"Guam","GT":"Guatemala","GG":"Guernsey","GN":"Guinea","GW":"Guinea-Bissau","GY":"Guyana","HT":"Haiti","HM":"Heard Island and McDonald Islands","VA":"Holy See","HN":"Honduras","HK":"Hong Kong","HU":"Hungary","IS":"Iceland","IN":"India","ID":"Indonesia","IR":"Iran","IQ":"Iraq","IE":"Ireland","IM":"Isle of Man","IL":"Israel","IT":"Italy","JM":"Jamaica","JP":"Japan","JE":"Jersey","JO":"Jordan","KZ":"Kazakhstan","KE":"Kenya","KI":"Kiribati","KP":"Korea, Democratic People's Republic of","KR":"Korea, Republic of","KW":"Kuwait","KG":"Kyrgyzstan","LA":"Lao People's Democratic Republic","LV":"Latvia","LB":"Lebanon","LS":"Lesotho","LR":"Liberia","LY":"Libya","LI":"Liechtenstein","LT":"Lithuania","LU":"Luxembourg","MO":"Macao","MG":"Madagascar","MW":"Malawi","MY":"Malaysia","MV":"Maldives","ML":"Mali","MT":"Malta","MH":"Marshall Islands","MQ":"Martinique","MR":"Mauritania","MU":"Mauritius","YT":"Mayotte","MX":"Mexico","FM":"Micronesia","MD":"Moldova","MC":"Monaco","MN":"Mongolia","ME":"Montenegro","MS":"Montserrat","MA":"Morocco","MZ":"Mozambique","MM":"Myanmar","NA":"Namibia","NR":"Nauru","NP":"Nepal","NL":"Netherlands","NC":"New Caledonia","NZ":"New Zealand","NI":"Nicaragua","NE":"Niger","NG":"Nigeria","NU":"Niue","NF":"Norfolk Island","MK":"North Macedonia","MP":"Northern Mariana Islands","NO":"Norway","OM":"Oman","PK":"Pakistan","PW":"Palau","PS":"Palestine, State of","PA":"Panama","PG":"Papua New Guinea","PY":"Paraguay","PE":"Peru","PH":"Philippines","PN":"Pitcairn","PL":"Poland","PT":"Portugal","PR":"Puerto Rico","QA":"Qatar","RE":"R\u00e9union","RO":"Romania","RU":"Russian Federation","RW":"Rwanda","BL":"Saint Barth\u00e9lemy","SH":"Saint Helena, Ascension and Tristan da Cunha","KN":"Saint Kitts and Nevis","LC":"Saint Lucia","MF":"Saint Martin","PM":"Saint Pierre and Miquelon","VC":"Saint Vincent and the Grenadines","WS":"Samoa","SM":"San Marino","ST":"Sao Tome and Principe","SA":"Saudi Arabia","SN":"Senegal","RS":"Serbia","SC":"Seychelles","SL":"Sierra Leone","SG":"Singapore","SX":"Sint Maarten","SK":"Slovakia","SI":"Slovenia","SB":"Solomon Islands","SO":"Somalia","ZA":"South Africa","GS":"South Georgia and the South Sandwich Islands","SS":"South Sudan","ES":"Spain","LK":"Sri Lanka","SD":"Sudan","SR":"Suriname","SJ":"Svalbard and Jan Mayen","SE":"Sweden","CH":"Switzerland","SY":"Syria Arab Republic","TW":"Taiwan","TJ":"Tajikistan","TZ":"Tanzania, the United Republic of","TH":"Thailand","TL":"Timor-Leste","TG":"Togo","TK":"Tokelau","TO":"Tonga","TT":"Trinidad and Tobago","TN":"Tunisia","TR":"T\u00fcrkiye","TM":"Turkmenistan","TC":"Turks and Caicos Islands","TV":"Tuvalu","UG":"Uganda","UA":"Ukraine","AE":"United Arab Emirates","GB":"United Kingdom","US":"United States","UY":"Uruguay","UM":"US Minor Outlying Islands","UZ":"Uzbekistan","VU":"Vanuatu","VE":"Venezuela","VN":"Viet Nam","VG":"Virgin Islands, British","VI":"Virgin Islands, U.S.","WF":"Wallis and Futuna","EH":"Western Sahara","YE":"Yemen","ZM":"Zambia","ZW":"Zimbabwe"},"strings":{"newRowAdded":"New row added.","rowRemoved":"Row removed","formSaved":"The form has been saved. The content contains the link to return and complete the form."}}; 8var gform_i18n = {"datepicker":{"wdOffset":1,"helpTextShort":"Press F1 for help","helpText":"Press the arrow keys to navigate by day, PageUp and PageDown to navigate by month, Alt+PageUp and Alt+PageDown to navigate by year, or Escape to cancel.","openOnFocusHelpText":"Press Down arrow to browse the calendar, or Escape to close.","tooltipTxt":"Press Escape to cancel","disabledTxt":"Disabled","markedTxt":"Selected","prevTxt":"Previous","nextTxt":"Next","monthTxt":"Month","yearTxt":"Year","months":["January","February","March","April","May","June","July","August","September","October","November","December"],"days":[{"s":"S","l":"Sunday"},{"s":"M","l":"Monday"},{"s":"T","l":"Tuesday"},{"s":"W","l":"Wednesday"},{"s":"T","l":"Thursday"},{"s":"F","l":"Friday"},{"s":"S","l":"Saturday"}]}}; 9var gf_legacy_multi = {"1":""};
10var gform_gravityforms = {"strings":{"invalid_file_extension":"This type of file is not allowed. Must be one of the following:","file_uploaded":"File uploaded","delete_file":"Delete this file","in_progress":"in progress","file_exceeds_limit":"File exceeds size limit","illegal_extension":"This type of file is not allowed.","max_reached":"Maximum number of files reached","unknown_error":"There was a problem while saving the file on the server","currently_uploading":"Please wait for the uploading to complete","cancel":"Cancel","cancel_upload":"Cancel this upload","cancelled":"Cancelled","error":"Error","message":"Message"},"vars":{"images_url":"https://www.wealth.com/wp-content/plugins/gravityforms/images"}}; 11//# sourceURL=gform_gravityforms-js-extra</script>
11
11<script id="gform_gravityforms-js" defer='defer' src="https://www.wealth.com/wp-content/plugins/gravityforms/js/gravityforms.min.js?ver=3.1.1"></script>
11
11<script id="gform_gravityforms_utils-js" defer='defer' src="https://www.wealth.com/wp-content/plugins/gravityforms/assets/js/dist/utils.min.js?ver=69a9db57304a9f86c3d1a0bea5fd2cf9"></script>
11
11<script id="lottie-js-js" src="https://unpkg.com/@lottiefiles/lottie-player@latest/dist/lottie-player.js"></script>
11
11<script id="hubspot-forms-js" src="https://js.hsforms.net/forms/embed/v2.js"></script>
11 <link rel="https://api.w.org/" href="https://www.wealth.com/wp-json/" /><link rel="alternate" title="JSON" type="application/json" href="https://www.wealth.com/wp-json/wp/v2/pages/3003" /><link rel="EditURI" type="application/rsd+xml" title="RSD" href="https://www.wealth.com/xmlrpc.php?rsd" /><link rel='shortlink' href='https://www.wealth.com/?p=3003' />
11<script class="hsq-set-content-id" data-content-id="standard-page">var _hsq = _hsq || []; 12 _hsq.push(["setContentType", "standard-page"]);</script>
12
12<script data-cfasync="false" data-pagespeed-no-defer>var dataLayer_content = {"pagePostType":"page","pagePostType2":"single-page","pagePostAuthor":"et_jason"}; 13 dataLayer.push( dataLayer_content );</script>
13
13<script data-cfasync="false" data-pagespeed-no-defer>
vendor: 321 bytes, lines 13-17
13(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start': 14new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0], 15j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src= 16'//www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f); 17})(window,document,'script','dataLayer','
17GTM-5TXD29P
vendor: 3 bytes, line 17
17');
17</script>
17 <meta name="site-custom-css-loaded" content="https://www.wealth.com/wp-content/themes/wealthcom/dist/assets/app.css"><meta name="site-custom-js-loaded" content="https://www.wealth.com/wp-content/themes/wealthcom/dist/assets/app.js"><link rel="icon" href="https://www.wealth.com/wp-content/uploads/2025/11/cropped-favicon-32x32.png" sizes="32x32" /><link rel="icon" href="https://www.wealth.com/wp-content/uploads/2025/11/cropped-favicon-192x192.png" sizes="192x192" /><link rel="apple-touch-icon" href="https://www.wealth.com/wp-content/uploads/2025/11/cropped-favicon-180x180.png" /><meta name="msapplication-TileImage" content="https://www.wealth.com/wp-content/uploads/2025/11/cropped-favicon-270x270.png" />
17<script 18 data-cfasync="false" 19 data-prompt="1" 20 src="https://transcend-cdn.com/cm/0829e8fb-9e88-4caa-949c-9e7889fd6d10/airgap.js" 21></script>
21
21<script src="https://cdn.jsdelivr.net/npm/@statsig/js-client@3/build/statsig-js-client+session-replay+web-analytics.min.js?apikey=client-G6KR5EWJypoYZlPE5UWVNvR5gry4X3B7BMJL1wsrRh5"></script>
21
21<script type="text/javascript" id="hs-script-loader" async defer src="//js.hs-scripts.com/9450632.js"></script>
21
21<script type="text/javascript">!function(){"use strict";window.RudderSnippetVersion="3.0.60";var e="rudderanalytics";window[e]||(window[e]=[]) 22 ;var rudderanalytics=window[e];if(Array.isArray(rudderanalytics)){ 23 if(true===rudderanalytics.snippetExecuted&&window.console&&console.error){ 24 console.error("RudderStack JavaScript SDK snippet included more than once.")}else{rudderanalytics.snippetExecuted=true, 25 window.rudderAnalyticsBuildType="legacy";var sdkBaseUrl="https://cdn.rudderlabs.com";var sdkVersion="v3" 26 ;var sdkFileName="rsa.min.js";var scriptLoadingMode="async" 27 ;var r=["setDefaultInstanceKey","load","ready","page","track","identify","alias","group","reset","setAnonymousId","startSession","endSession","consent"] 28 ;for(var n=0;n<r.length;n++){var t=r[n];rudderanalytics[t]=function(r){return function(){var n 29 ;Array.isArray(window[e])?rudderanalytics.push([r].concat(Array.prototype.slice.call(arguments))):null===(n=window[e][r])||void 0===n||n.apply(window[e],arguments) 30 }}(t)}try{ 31 new Function('class Test{field=()=>{};test({prop=[]}={}){return prop?(prop?.property??[...prop]):import("");}}'), 32 window.rudderAnalyticsBuildType="modern"}catch(i){}var d=document.head||document.getElementsByTagName("head")[0] 33 ;var o=document.body||document.getElementsByTagName("body")[0];window.rudderAnalyticsAddScript=function(e,r,n){ 34 var t=document.createElement("script");t.src=e,t.setAttribute("data-loader","RS_JS_SDK"),r&&n&&t.setAttribute(r,n), 35 "async"===scriptLoadingMode?t.async=true:"defer"===scriptLoadingMode&&(t.defer=true), 36 d?d.insertBefore(t,d.firstChild):o.insertBefore(t,o.firstChild)},window.rudderAnalyticsMount=function(){!function(){ 37 if("undefined"==typeof globalThis){var e;var r=function getGlobal(){ 38 return"undefined"!=typeof self?self:"undefined"!=typeof window?window:null}();r&&Object.defineProperty(r,"globalThis",{ 39 value:r,configurable:true})} 40 }(),window.rudderAnalyticsAddScript("".concat(sdkBaseUrl,"/").concat(sdkVersion,"/").concat(window.rudderAnalyticsBuildType,"/").concat(sdkFileName),"data-rsa-write-key","2XGKaRGo91I2YX8tDYNFDkIxbSt") 41 }, 42 "undefined"==typeof Promise||"undefined"==typeof globalThis?window.rudderAnalyticsAddScript("https://polyfill-fastly.io/v3/polyfill.min.js?version=3.111.0&features=Symbol%2CPromise&callback=rudderAnalyticsMount"):window.rudderAnalyticsMount() 43 ;var loadOptions={};rudderanalytics.load("2XGKaRGo91I2YX8tDYNFDkIxbSt","https://wealthkyldjb.dataplane.rudderstack.com",loadOptions)}}}();</script>
43
43<script>(function(w,q){w['QualifiedObject']=q;w[q]=w[q]||function(){ 44(w[q].q=w[q].q||[]).push(arguments)};})(window,'qualified')</script>
44
44<script src="https://js.qualified.com/docking.js" type="text/javascript"></script>
44
44<script type="text/javascript">qualified.docking.init({ 45 defaultDocked: false, 46 showSkeleton: true, 47 });</script>
47
47<script async src="https://js.qualified.com/qualified.js?token=MvWu52CEnveur78F"></script>
47
47<script id="clearout-js-widget" src="https://clearout.io/jswidget/1ffd765b762dd44b9e5579204709226a" async></script>
47
47<script>!function(w,d){if(!w.rdt){var p=w.rdt=function(){p.sendEvent?p.sendEvent.apply(p,arguments):p.callQueue.push(arguments)};p.callQueue=[];var t=d.createElement("script");t.src="https://www.redditstatic.com/ads/pixel.js",t.async=!0;var s=d.getElementsByTagName("script")[0];s.parentNode.insertBefore(t,s)}}(window,document);rdt('init','a2_ht3984rihqdp');rdt('track', 'PageVisit');</script>
47
47<script>document.addEventListener('DOMContentLoaded', function () { 48 document.querySelectorAll('wistia-form[live-event-id]').forEach(function (form) { 49 var eventId = form.getAttribute('live-event-id'); 50 var fallbackUrl = 'https://wealth.wistia.com/live/events/' + eventId; 51 52 var fallback = document.createElement('div'); 53 fallback.style.cssText = 'display:none; padding:24px; border:1px solid #ddd; border-radius:6px; text-align:center;'; 54 fallback.innerHTML = '<p style="margin:0 0 12px;">Having trouble seeing the registration form? Your browser settings may be blocking it.</p>' 55 + '<p style="margin:0;"><a href="' + fallbackUrl + '" style="font-weight:bold; color:#00534f;">Click here to register directly â</a></p>'; 56 form.parentNode.insertBefore(fallback, form.nextSibling); 57 58 setTimeout(function () { 59 var formEmpty = form.offsetHeight < 20; 60 61 // Also catch when component loaded its shell but fetched no form fields 62 if (!formEmpty && form.shadowRoot) { 63 var inputs = form.shadowRoot.querySelectorAll('input[type="text"], input[type="email"], input[type="tel"]'); 64 if (inputs.length === 0) formEmpty = true; 65 } 66 67 if (formEmpty) { 68 form.style.display = 'none'; 69 fallback.style.display = 'block'; 70 } 71 }, 4000); 72 }); 73});</script>
73
73<script>!function(w, d, s, u) { 74 if (w.oaiq) return; 75 var q = function() { 76 q.q.push(arguments); 77 }; 78 q.q = []; 79 w.oaiq = q; 80 var j = d.createElement(s); 81 j.async = 1; 82 j.src = u; 83 var f = d.getElementsByTagName(s)[0]; 84 f.parentNode.insertBefore(j, f); 85 }(window, document, "script", "https://bzrcdn.openai.com/sdk/oaiq.min.js"); 86 87 oaiq("init", { 88 pixelId: "2jdzCkdk6pftvignYpsp4S", 89 debug: true 90 });</script>
90
90<script>oaiq("measure", "registration_completed", { 91 type: "customer_action", 92 amount: 0, 93 currency: "USD" 94 });</script>
94 <link rel="preconnect" href="https://fast.wistia.com" crossorigin><link rel="preconnect" href="https://embed-ssl.wistia.com" crossorigin></head><body class="wp-singular page-template-default page page-id-3003 wp-custom-logo wp-theme-easttaylor-base wp-child-theme-wealthcom no-js singular no-widgets wealthcom"> <noscript><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-5TXD29P" height="0" width="0" style="display:none;visibility:hidden" aria-hidden="true"></iframe></noscript><div id="page" class="site"> <a class="skip-link screen-reader-text" href="#content">Skip to content</a><header id="masthead" class="site-header has-logo has-title-and-tagline has-menu menu--has-action-nav menu-theme--beige-l" role="banner"><div class="notifications-bar" data-hash="8d1f6b53a3f85182a86795c65f66016e" data-cookie="wealth-notifications-bar-options"><div class="container"> <button class="non-button notifications-bar--close"> <svg class="svg-icon" width="24" height="24" aria-hidden="true" role="img" focusable="false" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M12 10.9394L5.53033 4.46973L4.46967 5.53039L10.9393 12.0001L4.46967 18.4697L5.53033 19.5304L12 13.0607L18.4697 19.5304L19.5303 18.4697L13.0607 12.0001L19.5303 5.53039L18.4697 4.46973L12 10.9394Z" fill="currentColor"/></svg> </button> <span> Wealth.com is a launch partner for Claude for Financial Advisors. </span> <a href="https://www.wealth.com/resources/press/wealth-com-brings-estate-and-tax-planning-into-claude-for-financial-advisors/" target="" class="notifications-bar--link"> Learn More </a></div></div><div class="main-header-container container"><div class="site-logo"> <a href="https://www.wealth.com/" class="site-logo--link " rel="home"> <svg xmlns="http://www.w3.org/2000/svg" width="190" height="26" viewBox="0 0 130 18" fill="currentColor" class="djRE3"> <path d="M43.7464 15.479V9.39198C43.7464 6.24576 42.0068 4.34123 39.0124 4.34123C36.1131 4.34123 33.6796 6.14307 33.6796 8.23432C33.6796 8.77581 33.8507 9.23327 34.2024 9.72808L36.2842 8.97186C36.0181 8.45839 35.885 8.0476 35.885 7.56213C35.885 6.26443 36.8451 5.22814 38.347 5.22814C40.3243 5.22814 41.522 6.78725 41.522 9.3173V9.72808L39.7159 10.1202C35.6188 11.0164 33.6891 12.1648 33.6891 14.6295C33.6891 16.5527 35.153 17.9904 37.2919 17.9904C39.0219 17.9904 40.619 17.0661 41.5125 15.0683V17.5983H45.6001V17.0381C44.5639 16.8794 43.7464 16.618 43.7464 15.479ZM41.5315 14.3494C40.7425 15.7684 39.5448 16.59 38.2615 16.59C36.9211 16.59 36.0466 15.6658 36.0466 14.3027C36.0466 12.5755 37.0162 11.67 39.963 10.9698L41.5315 10.6057V14.3494ZM67.8345 17.0381V17.5983H61.8553V17.0381C62.9294 16.8608 63.7469 16.5993 63.7469 15.451V3.04353C63.7469 2.11926 63.3192 1.70848 62.302 1.58711L61.8553 1.54043V1.00828L65.496 0H65.9618V7.26338C67.4067 5.23748 68.8136 4.34123 70.4011 4.34123C72.54 4.34123 74.3176 5.76029 74.3176 8.65444V15.451C74.3176 16.59 75.1351 16.8421 76.1807 17.0381V17.5983H70.2775V17.0381C71.2947 16.8608 72.0932 16.5993 72.0932 15.451V8.82249C72.0932 6.82459 71.057 5.94701 69.5171 5.94701C68.3288 5.94701 67.1881 6.55385 65.9713 8.06628V15.4697C65.9618 16.5994 66.7698 16.8608 67.8345 17.0381ZM60.7621 15.9365C60.2202 16.3566 59.7449 16.618 59.0035 16.618C57.8438 16.618 56.9692 15.9645 56.9692 14.1347V5.6576H60.9332V4.73334H56.9692V1.26036H56.2943L52.5204 4.98541V5.64826H54.7543V14.1066C54.7543 16.7581 55.914 17.9997 57.9103 17.9997C59.2982 17.9997 60.2963 17.0475 61.0187 16.394L60.7621 15.9365ZM52.2257 17.0381V17.5983H46.2465V17.0381C47.3207 16.8608 48.1382 16.5993 48.1382 15.451V3.22091C48.1382 2.20329 47.796 1.64313 46.5317 1.56844L46.237 1.54043V1.00828L49.8873 0H50.3626V15.4697C50.3626 16.5994 51.1801 16.8608 52.2257 17.0381ZM32.0256 10.503H22.9664C23.071 13.9853 24.8581 16.1792 27.5293 16.1792C29.3829 16.1792 30.6377 15.1243 31.4742 13.9573L31.94 14.172C31.2651 16.2913 29.3164 17.9997 26.6262 17.9997C23.0234 17.9997 20.7705 15.0216 20.7705 11.5112C20.7705 7.02065 23.3942 4.35056 27.0159 4.35056C30.3715 4.34122 32.0256 7.20737 32.0256 10.503ZM29.6301 9.5787C29.478 7.12334 28.67 5.29349 26.5596 5.29349C24.3257 5.29349 23.185 7.04866 22.9854 9.5787H29.6301ZM19.9245 6.45115L15.3046 17.9997H14.7057L10.7607 8.52374L6.97737 17.9997H6.3785L1.56848 6.42315C1.30232 5.80697 0.969608 5.57357 0 5.33084V4.74267H5.85567V5.3215C4.16361 5.62025 3.84991 5.90967 4.26817 7.00198L7.3386 14.9189L10.2664 7.28205L9.8957 6.42315C9.64855 5.86299 9.32534 5.57357 8.30821 5.33084V4.74267H14.1829V5.3215C12.5003 5.62025 12.1771 5.90967 12.5954 7.00198L15.7038 14.8909L18.7077 7.00198C19.126 5.83498 18.7362 5.61092 17.0252 5.3215V4.74267H21.4835V5.3215C20.5424 5.50822 20.1716 5.76963 19.9245 6.45115Z" fill="currentColor"/> <path d="M111.505 15.5073C111.505 16.6379 112.302 16.8949 113.33 17.0748V17.6401H107.496V17.0748C108.55 16.8949 109.347 16.6379 109.347 15.5073V7.59252C109.347 6.59033 109.012 6.05069 107.779 5.9736L107.496 5.9479V5.40826L111.043 4.38037H111.505V7.28415C112.918 5.25408 114.28 4.38037 115.848 4.38037C117.595 4.38037 119.137 5.38256 119.548 7.43834C121.013 5.27977 122.426 4.38037 123.994 4.38037C126.101 4.38037 127.823 5.79372 127.823 8.6718V15.5073C127.823 16.6379 128.619 16.8949 129.647 17.0748V17.6401H123.891V17.0748C124.868 16.8949 125.639 16.6379 125.639 15.5073V8.82598C125.639 6.8473 124.636 5.9736 123.146 5.9736C121.964 5.9736 120.859 6.56463 119.651 8.08077C119.677 8.26065 119.677 8.46622 119.677 8.6718V15.5073C119.677 16.6379 120.473 16.8949 121.501 17.0748V17.6401H115.719V17.0748C116.722 16.8949 117.493 16.6379 117.493 15.5073V8.82598C117.493 6.8473 116.49 5.9736 114.974 5.9736C113.818 5.9736 112.687 6.56463 111.505 8.08077V15.5073Z" fill="currentColor"/> <path d="M100.224 17.9999C96.6525 17.9999 94.2883 15.2503 94.2883 11.4728C94.2883 7.20706 97.0636 4.38037 100.379 4.38037C104.002 4.38037 106.366 7.15567 106.366 10.9588C106.366 15.1989 103.565 17.9999 100.224 17.9999ZM96.6011 10.522C96.6011 13.1688 97.6804 16.972 100.61 16.972C102.717 16.972 104.079 14.8134 104.079 11.8069C104.079 9.18574 103 5.38256 100.07 5.38256C97.963 5.38256 96.6011 7.51543 96.6011 10.522Z" fill="currentColor"/>
94 <path d="M88.0424 17.9999C84.2906 17.9999 82.1577 15.0961 82.1577 11.37C82.1577 7.59252 84.5219 4.38037 88.2222 4.38037C90.6892 4.38037 92.3595 5.81941 92.6936 7.36124L90.6378 8.36343C90.278 6.61603 89.4043 5.33117 87.8882 5.33117C85.6268 5.33117 84.3163 7.56682 84.3163 10.4192C84.3163 13.7855 85.8838 16.2268 88.9161 16.2268C90.3294 16.2268 91.8713 15.2246 92.6936 13.6571L93.1561 13.8626C92.2824 16.5094 90.2523 17.9999 88.0424 17.9999Z" fill="currentColor"/> <path d="M79.9514 18.0003C79.0263 18.0003 78.2554 17.2808 78.2554 16.33C78.2554 15.4049 79.0263 14.6597 79.9514 14.6597C80.9793 14.6597 81.6217 15.4049 81.6217 16.33C81.6217 17.2808 80.9022 18.0003 79.9514 18.0003Z" fill="currentColor"/> </svg> </a></div><nav 95 id="site-navigation" 96 class="site-header--navigation" 97 role="navigation" 98 aria-label="Primary menu" 99 ><ul id="menu-header-navigation" class="menu"><li id="menu-item-2604" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-2604"><a href="#">Platform</a><button class="nav-expander non-button"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512"><path fill="currentColor" d="M201.4 374.6c12.5 12.5 32.8 12.5 45.3 0l160-160c12.5-12.5 12.5-32.8 0-45.3s-32.8-12.5-45.3 0L224 306.7 86.6 169.4c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3l160 160z"/></svg></button><div class="mega-nav-wrapper" data-layout="links"><div class="menu-inner container"><div class="main-nav-links"><div class="nav-links-headline"></div><ul class="nav-links-list"><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2026/05/estate-planning-nav-icon.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Estate Planning</span><div class="nav-description">Modern estate planning for every client, at every net worth</div></div> <a href="/estate-planning" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2026/05/tax-planning-nav-icon.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Tax Planning</span><div class="nav-description">Forward-looking tax strategies that compound across generations</div></div> <a href="/tax" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2026/05/ester-intelligence-nav-icon-11.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Ester Intelligence</span><div class="nav-description">Planning intelligence built on expertise, data, and logic</div></div> <a href="/ester-intelligence" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2026/05/star-icon-product-features.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Product Features</span><div class="nav-description">Tools and capabilities that power the Wealth.com platform</div></div> <a href="/features-overview" target="" class="nav-link"></a></li></ul></div></div></div></li><li id="menu-item-2605" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-2605"><a href="#">Solutions</a><button class="nav-expander non-button"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512"><path fill="currentColor" d="M201.4 374.6c12.5 12.5 32.8 12.5 45.3 0l160-160c12.5-12.5 12.5-32.8 0-45.3s-32.8-12.5-45.3 0L224 306.7 86.6 169.4c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3l160 160z"/></svg></button><div class="mega-nav-wrapper" data-layout="secondary"><div class="menu-inner container"><div class="nav-callout-content" style="background-image: url(https://www.wealth.com/wp-content/uploads/2025/06/nav-dots.png);"><div class="inner"> <strong class="nav-callout-title hed6">Integrations</strong><p>Connect client data across 20+ trusted platforms</p></div><div class="nav-callout-link-indicator"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512"> <path d="M438.6 278.6c12.5-12.5 12.5-32.8 0-45.3l-160-160c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3L338.8 224 32 224c-17.7 0-32 14.3-32 32s14.3 32 32 32l306.7 0L233.4 393.4c-12.5 12.5-12.5 32.8 0 45.3s32.8 12.5 45.3 0l160-160z"/> </svg></div> <a href="https://www.wealth.com/integrations/" class="nav-callout-link"></a></div><div class="main-nav-links"><div class="nav-links-headline"> By Audience</div><ul class="nav-links-list"><li class="has-link has-icon">
99 <img src="https://www.wealth.com/wp-content/uploads/2025/06/user-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">For Advisors</span><div class="nav-description">Deliver scalable, high-touch estate planning to every client.</div></div> <a href="https://www.wealth.com/for-advisors/" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/building-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">For Enterprises</span><div class="nav-description">Manage complex estate planning for teams and clients.</div></div> <a href="https://www.wealth.com/for-enterprises/" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/auction-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">For Attorneys</span><div class="nav-description">Expand your practice with seamless, modern estate tools.</div></div> <a href="https://www.wealth.com/for-attorneys/" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/shield-check-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">For Trust Companies</span><div class="nav-description">Support fiduciary oversight with structure and scale.</div></div> <a href="https://www.wealth.com/for-trust-companies/" target="" class="nav-link"></a></li></ul></div><div class="secondary-nav-links"><div class="nav-links-headline"> By Use Case</div><ul class="nav-links-list"><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/zoom-in-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Understand the Estate</span></div> <a href="https://www.wealth.com/understanding-the-estate/" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/bard-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Optimize the Estate</span></div> <a href="https://www.wealth.com/optimize-the-estate/" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/organization-chart-1.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Manage the Estate</span></div> <a href="https://www.wealth.com/managing-the-estate/" target="" class="nav-link"></a></li></ul></div></div></div></li><li id="menu-item-2606" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-2606"><a href="#">Resources</a><button class="nav-expander non-button"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512"><path fill="currentColor" d="M201.4 374.6c12.5 12.5 32.8 12.5 45.3 0l160-160c12.5-12.5 12.5-32.8 0-45.3s-32.8-12.5-45.3 0L224 306.7 86.6 169.4c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3l160 160z"/></svg></button><div class="mega-nav-wrapper" data-layout="primary"><div class="menu-inner container"><div class="nav-callout-content" style="background-image: url(https://www.wealth.com/wp-content/uploads/2025/06/nav-dots.png);"><div class="inner"> <strong class="nav-callout-title hed6">Resource Center</strong><p>Explore all resources for advisors and clients.</p></div><div class="nav-callout-link-indicator"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512"> <path d="M438.6 278.6c12.5-12.5 12.5-32.8 0-45.3l-160-160c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3L338.8 224 32 224c-17.7 0-32 14.3-32 32s14.3 32 32 32l306.7 0L233.4 393.4c-12.5 12.5-12.5 32.8 0 45.3s32.8 12.5 45.3 0l160-160z"/> </svg></div> <a href="https://www.wealth.com/resources/" class="nav-callout-link"></a></div><div class="main-nav-links"><div class="nav-links-headline"> Education</div><ul class="nav-links-list"><li class="has-link no-icon hide-on-desktop"><div class="inner"> <span class="nav-title">Resource Center</span></div> <a href="https://www.wealth.com/resources/" target="" class="nav-link"></a></li><li class="has-link has-icon">
99 <img src="https://www.wealth.com/wp-content/uploads/2025/06/video-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Webinars & Videos</span><div class="nav-description">Join expert-led sessions with real advisors, top speakers, and platform insights.</div></div> <a href="/resources/category/webinars/" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/news-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Blog</span><div class="nav-description">Read about estate planning, fintech, advisor innovation, and beyond.</div></div> <a href="/resources/category/articles" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/trophy-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Case Studies</span><div class="nav-description">See how Wealth.com drives firm growth and client retention.</div></div> <a href="/resources/category/client-testimonials" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/file-list-3-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Tools & Templates</span><div class="nav-description">Practical, downloadable resources to streamline estate planning</div></div> <a href="/resources/category/tools-templates" target="" class="nav-link"></a></li></ul></div><div class="secondary-nav-links"><div class="nav-links-headline"> Community</div><ul class="nav-links-list"><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/headphone-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Podcast</span><div class="nav-description">Ranked a top podcast by Kitces and hosted by legal pros and advisors. Real talk on estate planning.</div></div> <a href="/resources/category/podcasts/" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/calendar-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Estate Planning Conference</span><div class="nav-description">Connect with leaders and peers shaping the future of estate planning at our biggest event of the year.</div></div> <a href="/estatecon/" target="" class="nav-link"></a></li></ul></div></div></div></li><li id="menu-item-2607" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-2607"><a href="#">Company</a><button class="nav-expander non-button"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512"><path fill="currentColor" d="M201.4 374.6c12.5 12.5 32.8 12.5 45.3 0l160-160c12.5-12.5 12.5-32.8 0-45.3s-32.8-12.5-45.3 0L224 306.7 86.6 169.4c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3l160 160z"/></svg></button><div class="mega-nav-wrapper" data-layout="links"><div class="menu-inner container"><div class="main-nav-links"><div class="nav-links-headline"></div><ul class="nav-links-list"><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/team-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">About Us</span><div class="nav-description">Learn what drives Wealth.com and our mission forward.</div></div> <a href="/about/" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/megaphone-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">News & Press</span><div class="nav-description">Latest headlines, media coverage, and announcements.</div></div> <a href="/news-and-press/" target="" class="nav-link"></a></li><li class="has-link has-icon"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/rocket-2-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Careers</span><div class="nav-description">Join our team and help shape the future of estate planning.</div></div> <a href="/careers" target="" class="nav-link"></a></li><li class="has-link has-icon">
99 <img src="https://www.wealth.com/wp-content/uploads/2025/06/git-repository-private-line.svg" alt="" class="nav-icon" /><div class="inner"> <span class="nav-title">Privacy & Security</span><div class="nav-description">How we protect client data and earn advisor trust.</div></div> <a href="/privacy-and-security/" target="" class="nav-link"></a></li></ul></div></div></div></li><li id="menu-item-3244" class="menu-item menu-item-type-post_type menu-item-object-page current-menu-item page_item page-item-3003 current_page_item menu-item-3244"><a href="https://www.wealth.com/pricing/" aria-current="page">Pricing</a></li></ul><div class="mobile-nav--action-nav"> <a href="https://app.wealth.com/login" target="_blank" class="site-header--login button block hollow"> <span class="link-text">Login</span> </a> <a href="/demo" target="" class="site-header--demo button block"> <span class="link-text">Get a Demo</span> </a></div></nav><div class="primary-nav--action-nav"> <a href="https://app.wealth.com/login" target="_blank" class="site-header--login"> <span class="link-text">Login</span> </a> <a href="/demo" target="" class="site-header--demo button"> <span class="link-text">Get a Demo</span> </a></div> <button class="non-button site-header--menu-toggle" aria-label="Primary Navigation" aria-controls="primary-menu"> <span></span> <span></span> <span></span> </button></div></header><div id="content" class="site-content"><section id="primary" class="content-area"><main id="main" class="site-main" role="main"><section class="page-section bg-type--light" style="background-size: var(--bg-size)"><div class="flexi-stripe columns sticky-column--left pt-md pb-md"><div class="container"><div 100 class="columns" 101 data-halign="center" 102 data-valign="top" 103 data-columns="2" 104 style="--column-sizing-mobile: 1;--column-sizing-tablet: 2;--column-sizing-desktop: 2;--column-spacing-mobile: 16px;--column-spacing-tablet: 32px;--column-spacing-desktop: 32px;" 105 ><div class="columns--column"><div class="column--inner wysiwyg"><h1 class="audience-gradient">Estate and Tax Planning AI Software Built for How You Actually Work</h1><div class="md-text"><p>Whether you serve a dozen families or a thousand, Wealth.com delivers the tools, insights, and automation to make estate and tax planning efficient, scalable, and personalizedâwithout compromise.</p><p>Proudly trusted by:</p><p><img fetchpriority="high" decoding="async" class="alignleft wp-image-5891" src="https://www.wealth.com/wp-content/uploads/2026/02/TrustedBy.png" alt="" width="525" height="107" srcset="https://www.wealth.com/wp-content/uploads/2026/02/TrustedBy.png 2174w, https://www.wealth.com/wp-content/uploads/2026/02/TrustedBy-600x123.png 600w, https://www.wealth.com/wp-content/uploads/2026/02/TrustedBy-1200x246.png 1200w, https://www.wealth.com/wp-content/uploads/2026/02/TrustedBy-768x157.png 768w, https://www.wealth.com/wp-content/uploads/2026/02/TrustedBy-1536x314.png 1536w, https://www.wealth.com/wp-content/uploads/2026/02/TrustedBy-2048x419.png 2048w" sizes="(max-width: 525px) 100vw, 525px" /></p></div></div></div><div class="columns--column"><div class="column--inner wysiwyg"><div style="background: #F5F3ED; padding: 1.5rem; border-radius: 10px;">
105<script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script>
105
105<script>hbspt.forms.create({ 106 region: "na1", 107 portalId: "9450632", 108 formId: "1bb2f1eb-874b-4ca3-8904-73b474b90d49",});</script>
108</div></div></div></div></div></div></section><section class="page-section bg-type--green-l" style="background-size: var(--bg-size)"><div class="flexi-stripe logo_scroller pt-md pb-md"><div class="logo-scroller" data-hover-pause="false" style="--logo-scroll-height: 120px; --logo-scroller-gap: 20px;"><div class="logo-scroller-group"><img src="https://www.wealth.com/wp-content/uploads/2025/10/5StarTech.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByGV.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByCiti.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/WM.com_.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedBySchwab.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/RIABiz.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInFastCompany.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisorIndustryDisruptor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInBusinessInsider.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/CBInsightsMostPromisingStartsups.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/10/AsSeenInBarrons.svg" alt=""></div><div class="logo-scroller-group"><img src="https://www.wealth.com/wp-content/uploads/2025/10/5StarTech.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByGV.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByCiti.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/WM.com_.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedBySchwab.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/RIABiz.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInFastCompany.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisorIndustryDisruptor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInBusinessInsider.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/CBInsightsMostPromisingStartsups.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/10/AsSeenInBarrons.svg" alt=""></div><div class="logo-scroller-group"><img src="https://www.wealth.com/wp-content/uploads/2025/10/5StarTech.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByGV.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByCiti.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/WM.com_.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedBySchwab.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/RIABiz.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInFastCompany.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisorIndustryDisruptor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInBusinessInsider.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/CBInsightsMostPromisingStartsups.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/10/AsSeenInBarrons.svg" alt=""></div><div class="logo-scroller-group"><img src="https://www.wealth.com/wp-content/uploads/2025/10/5StarTech.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByGV.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByCiti.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/WM.com_.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedBySchwab.svg" alt="">
108<img src="https://www.wealth.com/wp-content/uploads/2025/06/RIABiz.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInFastCompany.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisorIndustryDisruptor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInBusinessInsider.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/CBInsightsMostPromisingStartsups.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/10/AsSeenInBarrons.svg" alt=""></div><div class="logo-scroller-group"><img src="https://www.wealth.com/wp-content/uploads/2025/10/5StarTech.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByGV.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByCiti.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/WM.com_.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedBySchwab.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/RIABiz.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInFastCompany.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisorIndustryDisruptor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInBusinessInsider.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/CBInsightsMostPromisingStartsups.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/10/AsSeenInBarrons.svg" alt=""></div><div class="logo-scroller-group"><img src="https://www.wealth.com/wp-content/uploads/2025/10/5StarTech.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByGV.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByCiti.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/WM.com_.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedBySchwab.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/RIABiz.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInFastCompany.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisorIndustryDisruptor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInBusinessInsider.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/CBInsightsMostPromisingStartsups.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/10/AsSeenInBarrons.svg" alt=""></div><div class="logo-scroller-group"><img src="https://www.wealth.com/wp-content/uploads/2025/10/5StarTech.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByGV.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByCiti.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/WM.com_.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedBySchwab.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/RIABiz.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInFastCompany.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisorIndustryDisruptor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInBusinessInsider.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/CBInsightsMostPromisingStartsups.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/10/AsSeenInBarrons.svg" alt=""></div><div class="logo-scroller-group"><img src="https://www.wealth.com/wp-content/uploads/2025/10/5StarTech.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByGV.svg" alt="">
108<img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByCiti.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/WM.com_.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedBySchwab.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/RIABiz.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInFastCompany.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisorIndustryDisruptor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInBusinessInsider.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/CBInsightsMostPromisingStartsups.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/10/AsSeenInBarrons.svg" alt=""></div><div class="logo-scroller-group"><img src="https://www.wealth.com/wp-content/uploads/2025/10/5StarTech.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByGV.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByCiti.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/WM.com_.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedBySchwab.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/RIABiz.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInFastCompany.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisorIndustryDisruptor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInBusinessInsider.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/CBInsightsMostPromisingStartsups.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/10/AsSeenInBarrons.svg" alt=""></div><div class="logo-scroller-group"><img src="https://www.wealth.com/wp-content/uploads/2025/10/5StarTech.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByGV.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByCiti.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/WM.com_.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedBySchwab.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/RIABiz.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInFastCompany.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisorIndustryDisruptor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInBusinessInsider.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/CBInsightsMostPromisingStartsups.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/10/AsSeenInBarrons.svg" alt=""></div><div class="logo-scroller-group"><img src="https://www.wealth.com/wp-content/uploads/2025/10/5StarTech.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByGV.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedByCiti.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/WM.com_.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/BackedBySchwab.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/RIABiz.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInFastCompany.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/ThinkAdvisorIndustryDisruptor.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/AsSeenInBusinessInsider.svg" alt=""><img src="https://www.wealth.com/wp-content/uploads/2025/06/CBInsightsMostPromisingStartsups.svg" alt="">
108<img src="https://www.wealth.com/wp-content/uploads/2025/10/AsSeenInBarrons.svg" alt=""></div></div></div></section><section class="page-section bg-type--light" style="background-size: var(--bg-size)"><div class="flexi-stripe basic_content pt-md pb-sm"><div class="container"><div 109 class="basic-content--inner wysiwyg" 110 style="max-width: 600px;" 111 data-align="center" 112 ><h2 style="text-align: center">Pricing Plans</h2></div></div></div></section><section class="page-section bg-type--light" style="background-size: var(--bg-size)"><div class="flexi-stripe pricing_cards pt-sm pb-md"><div class="container"><div class="pricing-cards-grid" data-cards="3"><div class="pricing-card pricing-cards-grid--item card-1"><div class="pricing-card--inner"><div class="pricing-card--details"><div class="pricing-card--details_inner"><div class="pricing-card--icon"> <img src="https://www.wealth.com/wp-content/uploads/2026/01/est-plan-icon.png" alt="" /></div><div class="pricing-card--title"> Estate Planning</div></div><div class="pricing-card--pricing-wrapper"><div class="pricing-card--pricing raw"> Inquire for Pricing</div></div></div><hr /><div class="pricing-card--features-headline">Features:</div><ul class="pricing-card--features"><li class="included">End-to-End Estate Plan Creation & Execution</li><li class="included">Supports Simple to Ultra-High-Net-Worth Estates</li><li class="included">Trust, Will, and Beneficiary Design Tools</li><li class="included">Attorney Collaboration & Review Workflows</li><li class="included">Branded, Client-Ready Estate Plans</li></ul><div class="pricing-card--cta"> <a href="/demo" target="" class="button block"> Get a Demo </a></div></div></div><div class="pricing-card pricing-cards-grid--item card-2"><div class="pricing-card--inner"><div class="pricing-card--details"><div class="pricing-card--details_inner"><div class="pricing-card--icon"> <img src="https://www.wealth.com/wp-content/uploads/2026/01/tax-plan-icon.png" alt="" /></div><div class="pricing-card--title"> Tax Planning</div></div><div class="pricing-card--pricing-wrapper"><div class="pricing-card--pricing raw"> Inquire for Pricing</div></div></div><hr /><div class="pricing-card--features-headline">Features:</div><ul class="pricing-card--features"><li class="included">Multi-year, Multi-State Tax Modeling</li><li class="included">Tax Planning Integrated with Estate Planning</li><li class="included">AI-Powered Tax Analysis</li><li class="included">Branded Client Reports</li><li class="included">Pre-Built Tax Strategies & Quick Actions</li></ul><div class="pricing-card--cta"> <a href="/demo" target="" class="button block"> Get a Demo </a></div></div></div><div class="pricing-card pricing-cards-grid--item card-3"><div class="pricing-card--inner"><div class="pricing-card--details"><div class="pricing-card--details_inner"><div class="pricing-card--icon"> <img src="https://www.wealth.com/wp-content/uploads/2026/01/est-plan-tax-plan-icon.png" alt="" /></div><div class="pricing-card--title"> Estate Planning + Tax Planning</div></div><div class="pricing-card--pricing-wrapper"><div class="pricing-card--pricing raw"> Inquire for Pricing</div></div></div><hr /><div class="pricing-card--features-headline">Features:</div><ul class="pricing-card--features"><li class="included">Unified Tax & Estate Planning in One Platform</li><li class="included">Multi-Year, Multi-State Tax Modeling</li><li class="included">Estate Plan Creation, Execution, and Ongoing Updates</li><li class="included">AI-Powered Insights Across Tax and Estate Scenarios</li><li class="included">Client-Ready Reports for Advisors and Families</li></ul><div class="pricing-card--cta"> <a href="/demo" target="" class="button block"> Get a Demo </a></div></div></div></div></div></div></section><section class="page-section bg-type--green-d" style="background-size: var(--bg-size)"><div class="flexi-stripe basic_content pt-lg pb-lg"><div class="container"><div 113 class="basic-content--inner wysiwyg" 114 style="max-width: 800px;" 115 data-align="center" 116 ><h2 class="text-balance" style="text-align: center">The Enterprise Standard for Estate & Tax Planning</h2><p style="text-align: center">Wealth.com is the estate and tax planning platform trusted by leading institutions across the country. From national enterprises to complex multi-affiliation firms, our enterprise pricing and implementation model supports secure, scalable, firm-wide adoption.</p><div style="text-align: center"> <a class="button" href="/demo/" >Contact Us</a></div></div></div></div></section><section class="page-section bg-type--beige-l" style="background-size: var(--bg-size)"><div class="flexi-stripe basic_content pt-md pb-none"><div class="container"><div 117 class="basic-content--inner wysiwyg" 118 style="max-width: 800px;" 119 data-align="center" 120 ><h2 class="text-balance" style="text-align: center">Family Office Suite</h2></div></div></div></section><section class="page-section bg-type--beige-l" style="background-size: var(--bg-size)"><div class="flexi-stripe media_content_tabbed pt-md pb-md"><div id="mct_6abe44d0bc0eb" class="container vue-content"> <audience-tab-toggle 121 :tabs="[{"title":"Visualize","audience":"none","html":"<div class=\"media-content--tabbed audience-none\">\n <div\n class=\"media-content--inner\"\n data-media-type=\"image\"\n data-media-align=\"right\"\n data-valign=\"middle\"\n\t\t\t\t>\n <div class=\"media-content--media observe\" style=\"\">\n\t\t\t<div class=\"inner\">\n\t\t\t\t\t\t<img src=\"https:\/\/www.wealth.com\/wp-content\/uploads\/2026\/01\/FOS1.png\" alt=\"Example documentation of Revocable Trust\" \/>\n\t\t\t<\/div>\n <\/div>\n <div class=\"media-content--content wysiwyg\">\n <h1>Visualize the Complex<\/h1>\n<p>Bring even the most intricate estate plans to life. From sub-trust distribution schemes to GST allocations and exemption tracking, your team can harness every detail.<\/p>\n <\/div>\n <\/div>\n<\/div>"},{"title":"Preserve","audience":"none","html":"<div class=\"media-content--tabbed audience-none\">\n <div\n class=\"media-content--inner\"\n data-media-type=\"image\"\n data-media-align=\"right\"\n data-valign=\"middle\"\n\t\t\t\t>\n <div class=\"media-content--media observe\" style=\"\">\n\t\t\t<div class=\"inner\">\n\t\t\t\t\t\t<img src=\"https:\/\/www.wealth.com\/wp-content\/uploads\/2026\/01\/Max-Bar-Graph.png\" alt=\"Example of wealth trajectory over time\" \/>\n\t\t\t<\/div>\n <\/div>\n <div class=\"media-content--content wysiwyg\">\n <h1>Preserve Wealth Across Generations<\/h1>\n<p>Empower advisors to model intergenerational transfers, asset trajectories, and tax exposure with precision. Scenario planning tools reveal planning gaps and highlight growth opportunities across your book of business.<\/p>\n <\/div>\n <\/div>\n<\/div>"},{"title":"Operationalize","audience":"none","html":"<div class=\"media-content--tabbed audience-none\">\n <div\n class=\"media-content--inner\"\n data-media-type=\"image\"\n data-media-align=\"right\"\n data-valign=\"middle\"\n\t\t\t\t>\n <div class=\"media-content--media observe\" style=\"\">\n\t\t\t<div class=\"inner\">\n\t\t\t\t\t\t<img src=\"https:\/\/www.wealth.com\/wp-content\/uploads\/2026\/01\/FOS3.png\" alt=\"Executive summary documentation with Ester AI support\" \/>\n\t\t\t<\/div>\n <\/div>\n <div class=\"media-content--content wysiwyg\">\n <h1>Operationalize Estate Planning with AI<\/h1>\n<p>Ester\u00ae extracts, summarizes, and visualizes complete estate plans instantly. Share those plans seamlessly across internal teams, wealth strategists, and external partners with clarity and control.<\/p>\n <\/div>\n <\/div>\n<\/div>"},{"title":"Deliver","audience":"none","html":"<div class=\"media-content--tabbed audience-none\">\n <div\n class=\"media-content--inner\"\n data-media-type=\"image\"\n data-media-align=\"right\"\n data-valign=\"middle\"\n\t\t\t\t>\n <div class=\"media-content--media observe\" style=\"\">\n\t\t\t<div class=\"inner\">\n\t\t\t\t\t\t<img src=\"https:\/\/www.wealth.com\/wp-content\/uploads\/2026\/01\/FOS4.png\" alt=\"Beautifully branded report creation\" \/>\n\t\t\t<\/div>\n <\/div>\n <div class=\"media-content--content wysiwyg\">\n <h1>Deliver Custom-Tailored, Executive-Ready Reports<\/h1>\n<p>Your advisors can create beautifully branded reports in seconds, personalized with the insights that matter most to each client. These polished outputs elevate your advisory experience and drive growth.<\/p>\n <\/div>\n <\/div>\n<\/div>"}]" 122 tab-data="tabs_mct_6abe44d0bc0eb" 123 ></audience-tab-toggle></div></div></section><section class="page-section bg-type--beige" style="background-size: var(--bg-size)"><div class="flexi-stripe media_content pt-lg pb-lg"><div class="container"><div 124 class="media-content--inner" 125 data-media-type="stats_grid" 126 data-media-align="right" 127 data-valign="middle" 128 style="--media-width: 60%;--media-width-decial: 0.6;--column-gutter: 5rem;" 129 ><div class="media-content--media observe" style=""><div class="inner"><div class="stats-molecule-grid"><div 130 class="stat-element" 131 data-theme="beige-l" 132><div class="stat-element__main"><div class="stat-element__value hed4">50%</div><div class="stat-element__kpi">increase in client communications</div></div> <svg class="stat-element__icon" width="17" height="17" viewBox="0 0 17 17" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M0.566028 1.47977C0.566028 0.789317 1.09024 0.221403 1.76272 0.153258L1.89876 0.147044L15.0983 0.146353L15.1218 0.147734C15.152 0.148266 15.1821 0.149993 15.2123 0.152568L15.2344 0.153949
132C15.2408 0.154609 15.2472 0.155959 15.2537 0.156711C15.2731 0.158981 15.2924 0.161877 15.3117 0.164998C15.3328 0.168407 15.3537 0.172347 15.3745 0.176737C15.3944 0.180937 15.4142 0.185431 15.4339 0.190548C15.4506 0.194886 15.4672 0.199396 15.4836 0.204358C15.5052 0.210866 15.5265 0.218137 15.5479 0.225765C15.563 0.231191 15.5779 0.237076 15.5927 0.243028C15.6159 0.252278 15.6391 0.26143 15.6618 0.272031C15.6718 0.2767 15.6816 0.281624 15.6915 0.286532C15.8173 0.349142 15.936 0.431636 16.0409 0.536505C16.0888 0.584437 16.1309 0.636206 16.17 0.689113C16.1769 0.698414 16.1834 0.707939 16.19 0.717425C16.2268 0.770011 16.2598 0.824158 16.2881 0.880391C16.295 0.893991 16.301 0.907959 16.3074 0.921823C16.3158 0.939946 16.3241 0.957969 16.3316 0.976375C16.3399 0.996575 16.3471 1.01715 16.3544 1.03783C16.3597 1.05298 16.3648 1.06811 16.3696 1.08341C16.3766 1.10592 16.3824 1.12877 16.3882 1.15177C16.3923 1.16766 16.3965 1.18341 16.4 1.19942C16.405 1.22311 16.4086 1.24709 16.4124 1.27123C16.4146 1.28509 16.4176 1.29876 16.4193 1.31267C16.4206 1.32297 16.4231 1.33336 16.4241 1.34374L16.4255 1.37965C16.4271 1.4006 16.4284 1.42149 16.429 1.44249L16.4317 1.47977L16.431 14.6793L16.4248 14.8154C16.3565 15.4875 15.7884 16.0118 15.0983 16.0121C14.362 16.0121 13.765 15.4149 13.7649 14.6786L13.7642 4.69835L2.84134 15.6212C2.32065 16.1419 1.47688 16.1419 0.95618 15.6212C0.435481 15.1005 0.435481 14.2568 0.95618 13.7361L11.879 2.8132L1.89876 2.8125L1.76272 2.80629C1.0903 2.73815 0.566117 2.17015 0.566028 1.47977Z" fill="currentColor"/> </svg><div class="stat-element__description">Advisors using Wealth.com see a 50% boost in client interactions, driving engagement, building trust, and strengthening long-term retention.</div></div><div 133 class="stat-element" 134 data-theme="beige-l" 135><div class="stat-element__main"><div class="stat-element__value hed4">2.2X</div><div class="stat-element__kpi">AUM Growth in 18 Months</div></div> <svg class="stat-element__icon" width="17" height="17" viewBox="0 0 17 17" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M0.566028 1.47977C0.566028 0.789317 1.09024 0.221403 1.76272 0.153258L1.89876 0.147044L15.0983 0.146353L15.1218 0.147734C15.152 0.148266 15.1821 0.149993 15.2123 0.152568L15.2344 0.153949C15.2408 0.154609 15.2472 0.155959 15.2537 0.156711C15.2731 0.158981 15.2924 0.161877 15.3117 0.164998C15.3328 0.168407 15.3537 0.172347 15.3745 0.176737C15.3944 0.180937 15.4142 0.185431 15.4339 0.190548C15.4506 0.194886 15.4672 0.199396 15.4836 0.204358C15.5052 0.210866 15.5265 0.218137 15.5479 0.225765C15.563 0.231191 15.5779 0.237076 15.5927 0.243028C15.6159 0.252278 15.6391 0.26143 15.6618 0.272031C15.6718 0.2767 15.6816 0.281624 15.6915 0.286532C15.8173 0.349142 15.936 0.431636 16.0409 0.536505C16.0888 0.584437 16.1309 0.636206 16.17 0.689113C16.1769 0.698414 16.1834 0.707939 16.19 0.717425C16.2268 0.770011 16.2598 0.824158 16.2881 0.880391C16.295 0.893991 16.301 0.907959 16.3074 0.921823C16.3158 0.939946 16.3241 0.957969 16.3316 0.976375C16.3399 0.996575 16.3471 1.01715 16.3544 1.03783C16.3597 1.05298 16.3648 1.06811 16.3696 1.08341C16.3766 1.10592 16.3824 1.12877 16.3882 1.15177C16.3923 1.16766 16.3965 1.18341 16.4 1.19942C16.405 1.22311 16.4086 1.24709 16.4124 1.27123C16.4146 1.28509 16.4176 1.29876 16.4193 1.31267C16.4206 1.32297 16.4231 1.33336 16.4241 1.34374L16.4255 1.37965C16.4271 1.4006 16.4284 1.42149 16.429 1.44249L16.4317 1.47977L16.431 14.6793L16.4248 14.8154C16.3565 15.4875 15.7884 16.0118 15.0983 16.0121C14.362 16.0121 13.765 15.4149 13.7649 14.6786L13.7642 4.69835L2.84134 15.6212C2.32065 16.1419 1.47688 16.1419 0.95618 15.6212C0.435481 15.1005 0.435481 14.2568 0.95618 13.7361L11.879 2.8132L1.89876 2.8125L1.76272 2.80629C1.0903 2.73815 0.566117 2.17015 0.566028 1.47977Z" fill="currentColor"/> </svg><div class="stat-element__description">Clients who complete an estate plan see their assets under management more than double in just 18 months â proving that proactive planning drives real results.</div></div><div 136 class="stat-element" 137 data-theme="beige-l" 138><div class="stat-element__main"><div class="stat-element__value hed4">50K+</div><div class="stat-element__kpi">
138trust documents processed by Ester®</div></div> <svg class="stat-element__icon" width="17" height="17" viewBox="0 0 17 17" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M0.566028 1.47977C0.566028 0.789317 1.09024 0.221403 1.76272 0.153258L1.89876 0.147044L15.0983 0.146353L15.1218 0.147734C15.152 0.148266 15.1821 0.149993 15.2123 0.152568L15.2344 0.153949C15.2408 0.154609 15.2472 0.155959 15.2537 0.156711C15.2731 0.158981 15.2924 0.161877 15.3117 0.164998C15.3328 0.168407 15.3537 0.172347 15.3745 0.176737C15.3944 0.180937 15.4142 0.185431 15.4339 0.190548C15.4506 0.194886 15.4672 0.199396 15.4836 0.204358C15.5052 0.210866 15.5265 0.218137 15.5479 0.225765C15.563 0.231191 15.5779 0.237076 15.5927 0.243028C15.6159 0.252278 15.6391 0.26143 15.6618 0.272031C15.6718 0.2767 15.6816 0.281624 15.6915 0.286532C15.8173 0.349142 15.936 0.431636 16.0409 0.536505C16.0888 0.584437 16.1309 0.636206 16.17 0.689113C16.1769 0.698414 16.1834 0.707939 16.19 0.717425C16.2268 0.770011 16.2598 0.824158 16.2881 0.880391C16.295 0.893991 16.301 0.907959 16.3074 0.921823C16.3158 0.939946 16.3241 0.957969 16.3316 0.976375C16.3399 0.996575 16.3471 1.01715 16.3544 1.03783C16.3597 1.05298 16.3648 1.06811 16.3696 1.08341C16.3766 1.10592 16.3824 1.12877 16.3882 1.15177C16.3923 1.16766 16.3965 1.18341 16.4 1.19942C16.405 1.22311 16.4086 1.24709 16.4124 1.27123C16.4146 1.28509 16.4176 1.29876 16.4193 1.31267C16.4206 1.32297 16.4231 1.33336 16.4241 1.34374L16.4255 1.37965C16.4271 1.4006 16.4284 1.42149 16.429 1.44249L16.4317 1.47977L16.431 14.6793L16.4248 14.8154C16.3565 15.4875 15.7884 16.0118 15.0983 16.0121C14.362 16.0121 13.765 15.4149 13.7649 14.6786L13.7642 4.69835L2.84134 15.6212C2.32065 16.1419 1.47688 16.1419 0.95618 15.6212C0.435481 15.1005 0.435481 14.2568 0.95618 13.7361L11.879 2.8132L1.89876 2.8125L1.76272 2.80629C1.0903 2.73815 0.566117 2.17015 0.566028 1.47977Z" fill="currentColor"/> </svg><div class="stat-element__description">Ester® has drafted over 50,000 trust documents in the last 12 months, streamlining workflows and freeing up advisor time.</div></div><div 139 class="stat-element" 140 data-theme="beige-l" 141><div class="stat-element__main"><div class="stat-element__value hed4">40+</div><div class="stat-element__kpi">Hours saved per UHNW Estate Plan</div></div> <svg class="stat-element__icon" width="17" height="17" viewBox="0 0 17 17" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M0.566028 1.47977C0.566028 0.789317 1.09024 0.221403 1.76272 0.153258L1.89876 0.147044L15.0983 0.146353L15.1218 0.147734C15.152 0.148266 15.1821 0.149993 15.2123 0.152568L15.2344 0.153949C15.2408 0.154609 15.2472 0.155959 15.2537 0.156711C15.2731 0.158981 15.2924 0.161877 15.3117 0.164998C15.3328 0.168407 15.3537 0.172347 15.3745 0.176737C15.3944 0.180937 15.4142 0.185431 15.4339 0.190548C15.4506 0.194886 15.4672 0.199396 15.4836 0.204358C15.5052 0.210866 15.5265 0.218137 15.5479 0.225765C15.563 0.231191 15.5779 0.237076 15.5927 0.243028C15.6159 0.252278 15.6391 0.26143 15.6618 0.272031C15.6718 0.2767 15.6816 0.281624 15.6915 0.286532C15.8173 0.349142 15.936 0.431636 16.0409 0.536505C16.0888 0.584437 16.1309 0.636206 16.17 0.689113C16.1769 0.698414 16.1834 0.707939 16.19 0.717425C16.2268 0.770011 16.2598 0.824158 16.2881 0.880391C16.295 0.893991 16.301 0.907959 16.3074 0.921823C16.3158 0.939946 16.3241 0.957969 16.3316 0.976375C16.3399 0.996575 16.3471 1.01715 16.3544 1.03783C16.3597 1.05298 16.3648 1.06811 16.3696 1.08341C16.3766 1.10592 16.3824 1.12877 16.3882 1.15177C16.3923 1.16766 16.3965 1.18341 16.4 1.19942C16.405 1.22311 16.4086 1.24709 16.4124 1.27123C16.4146 1.28509 16.4176 1.29876 16.4193 1.31267C16.4206 1.32297 16.4231 1.33336 16.4241 1.34374L16.4255 1.37965C16.4271 1.4006 16.4284 1.42149 16.429 1.44249L16.4317 1.47977L16.431 14.6793L16.4248 14.8154C16.3565 15.4875 15.7884 16.0118 15.0983 16.0121C14.362 16.0121 13.765 15.4149 13.7649 14.6786L13.7642 4.69835L2.84134 15.6212C2.32065 16.1419 1.47688 16.1419 0.95618 15.6212C0.435481 15.1005 0.435481 14.2568 0.95618 13.7361L11.879 2.8132L1.89876 2.8125L1.76272 2.80629C1.0903 2.73815 0.566117 2.17015 0.566028 1.47977Z" fill="currentColor"/> </svg><div class="stat-element__description">Our estate planning technology helps firms reclaim time at scale by saving advisors up to 40 hours on every ultra-high-net-worth estate plan.</div></div></div></div></div><div class="media-content--content wysiwyg"> <span class="audience-gradient--pill audience-gradient no-audience">The Wealth.com Effect</span><h2 class="audience-gradient">Proven ROI for You and Your Clients</h2><p>Advisors using Wealth.com are seeing stronger retention, deeper wallet share, and faster growth.</p> <a class="button" href="#" >See Real Results<svg class="button-arrow" width="16" height="17" viewBox="0 0 16 17" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M7.29297 0.832529C7.65908 0.466413 8.23809 0.44382 8.63086 0.76417L8.70703 0.832529L15.707 7.83253C15.7532 7.8787 15.7946 7.92946 15.8311 7.9839C15.8586 8.02494 15.8816 8.068 15.9023 8.11183C15.923 8.15532 15.9418 8.19992 15.9561 8.24659C15.9612 8.26332 15.9645 8.28045 15.9688 8.29737C15.9881 8.37498 16 8.45598 16 8.53956C16 8.62256 15.9878 8.70269 15.9688 8.77979C15.9646 8.79673 15.9611 8.81384 15.9561 8.83058C15.9421 8.87646 15.9244 8.92057 15.9043 8.96339C15.8833 9.0081 15.859 9.05143 15.8311 9.09327C15.8185 9.11211 15.8048 9.13005 15.791 9.14796C15.765 9.18173 15.738 9.21563 15.707 9.24659L8.70703 16.2466C8.31654 16.637 7.68346 16.637 7.29297 16.2466C6.90248 15.8561 6.90256 15.2231 7.29297 14.8325L12.5859 9.53956H1C0.447793 9.53956 0.000126768 9.09174 0 8.53956C0 7.98728 0.447715 7.53956 1 7.53956H12.5859L7.29297 2.24659L7.22461 2.17042C6.90429 1.77769 6.92697 1.19865 7.29297 0.832529Z" fill="currentColor"/></svg></a></div></div></div></div></section><section class="page-section bg-type--white" style="background-size: var(--bg-size)"><div class="flexi-stripe headline_intro pt-xl pb-sm"><div class="container"> <span class="audience-gradient--pill audience-gradient none">Explore Our Features</span><div class="headline-intro-grid" data-valign="top"><div class="headline-text-align--left"><div class="headline hed2 audience-gradient none">
141 Everything You Need to Streamline Modern Estate Planning</div></div><div class="intro wysiwyg" style="text-align: left"><p>From high-caliber plan creation and interactive scenario modeling to AI-powered tools that summarize legal documents, Wealth.com equips your firm to save time, serve clients better, and grow smarter.</p></div></div></div></div><div class="flexi-stripe media_content pt-lg pb-md"><div class="container"><div 142 class="media-content--inner" 143 data-media-type="image" 144 data-media-align="left" 145 data-valign="middle" 146 data-contain-media="true" 147 style="--media-width: 50%;--media-width-decial: 0.5;--column-gutter: 3rem;--media-container-bg: #F5F3ED;" 148 ><div class="media-content--media observe has-bg-color exaggerated-corner--none" style=""><div class="inner"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/ReportsStacked.png" alt="" /></div></div><div class="media-content--content wysiwyg"> <span class="audience-gradient--pill audience-gradient no-audience">Document Creation</span><div class="lg-text"><h3 class="audience-gradient">Create High-Caliber Estate Plans in Minutes</h3></div><p>Revocable Trust and Pourover Will, Last Will & Testament, Financial Power of Attorney, Advance Health Care Directive, and Guardianship Nominationsâprofessionally crafted and optimized for your jurisdiction.</p> <a class="button" href="/" >Start Creating<svg class="button-arrow" width="16" height="17" viewBox="0 0 16 17" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M7.29297 0.832529C7.65908 0.466413 8.23809 0.44382 8.63086 0.76417L8.70703 0.832529L15.707 7.83253C15.7532 7.8787 15.7946 7.92946 15.8311 7.9839C15.8586 8.02494 15.8816 8.068 15.9023 8.11183C15.923 8.15532 15.9418 8.19992 15.9561 8.24659C15.9612 8.26332 15.9645 8.28045 15.9688 8.29737C15.9881 8.37498 16 8.45598 16 8.53956C16 8.62256 15.9878 8.70269 15.9688 8.77979C15.9646 8.79673 15.9611 8.81384 15.9561 8.83058C15.9421 8.87646 15.9244 8.92057 15.9043 8.96339C15.8833 9.0081 15.859 9.05143 15.8311 9.09327C15.8185 9.11211 15.8048 9.13005 15.791 9.14796C15.765 9.18173 15.738 9.21563 15.707 9.24659L8.70703 16.2466C8.31654 16.637 7.68346 16.637 7.29297 16.2466C6.90248 15.8561 6.90256 15.2231 7.29297 14.8325L12.5859 9.53956H1C0.447793 9.53956 0.000126768 9.09174 0 8.53956C0 7.98728 0.447715 7.53956 1 7.53956H12.5859L7.29297 2.24659L7.22461 2.17042C6.90429 1.77769 6.92697 1.19865 7.29297 0.832529Z" fill="currentColor"/></svg></a></div></div></div></div><div class="flexi-stripe media_content pt-md pb-md"><div class="container"><div 149 class="media-content--inner" 150 data-media-type="image" 151 data-media-align="right" 152 data-valign="middle" 153 data-contain-media="true" 154 style="--media-width: 50%;--media-width-decial: 0.5;--column-gutter: 3rem;--media-container-bg: #F5F3ED;" 155 ><div class="media-content--media observe has-bg-color exaggerated-corner--none" style=""><div class="inner"> <img src="https://www.wealth.com/wp-content/uploads/2025/06/HomeScenarioBuilder.png" alt="" /></div></div><div class="media-content--content wysiwyg"> <span class="audience-gradient--pill audience-gradient no-audience">Scenario Builder</span><div class="lg-text"><h3 class="audience-gradient">Visualize Every What-If with Confidence</h3></div><p>Analyze tax implications, estate distributions, and planning opportunities by testing scenarios against a clientâs current planâall in one powerful tool.</p> <a class="button" href="/" >See the Strategy<svg class="button-arrow" width="16" height="17" viewBox="0 0 16 17" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M7.29297 0.832529C7.65908 0.466413 8.23809 0.44382 8.63086 0.76417L8.70703 0.832529L15.707 7.83253C15.7532 7.8787 15.7946 7.92946 15.8311 7.9839C15.8586 8.02494 15.8816 8.068 15.9023 8.11183C15.923 8.15532 15.9418 8.19992 15.9561 8.24659C15.9612 8.26332 15.9645 8.28045 15.9688 8.29737C15.9881 8.37498 16 8.45598 16 8.53956C16 8.62256 15.9878 8.70269 15.9688 8.77979C15.9646 8.79673 15.9611 8.81384 15.9561 8.83058C15.9421 8.87646 15.9244 8.92057 15.9043 8.96339C15.8833 9.0081 15.859 9.05143 15.8311 9.09327C15.8185 9.11211 15.8048 9.13005 15.791 9.14796C15.765 9.18173 15.738 9.21563 15.707 9.24659L8.70703 16.2466C8.31654 16.637 7.68346 16.637 7.29297 16.2466C6.90248 15.8561 6.90256 15.2231 7.29297 14.8325L12.5859 9.53956H1C0.447793 9.53956 0.000126768 9.09174 0 8.53956C0 7.98728 0.447715 7.53956 1 7.53956H12.5859L7.29297 2.24659L7.22461 2.17042C6.90429 1.77769 6.92697 1.19865 7.29297 0.832529Z" fill="currentColor"/></svg></a></div></div></div></div><div class="flexi-stripe media_content pt-md pb-lg"><div class="container"><div 156 class="media-content--inner" 157 data-media-type="image" 158 data-media-align="left" 159 data-valign="middle" 160 data-contain-media="true" 161 style="--media-width: 50%;--media-width-decial: 0.5;--column-gutter: 3rem;--media-container-bg: #F5F3ED;" 162 ><div class="media-content--media observe has-bg-color exaggerated-corner--none" style=""><div class="inner">
162 <img src="https://www.wealth.com/wp-content/uploads/2025/06/HomeEster-1.png" alt="" /></div></div><div class="media-content--content wysiwyg"> <span class="audience-gradient--pill audience-gradient no-audience">Ester⢠AI</span><div class="lg-text"><h3 class="audience-gradient">Unlock the Intelligent Future of Estate Planning</h3></div><p>Ester⢠empowers you to effortlessly extract, summarize, and visualize complete estate plansâturning complex documents into actionable insights for clients.</p> <a class="button" href="/" >Meet Esterâ¢<svg class="button-arrow" width="16" height="17" viewBox="0 0 16 17" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M7.29297 0.832529C7.65908 0.466413 8.23809 0.44382 8.63086 0.76417L8.70703 0.832529L15.707 7.83253C15.7532 7.8787 15.7946 7.92946 15.8311 7.9839C15.8586 8.02494 15.8816 8.068 15.9023 8.11183C15.923 8.15532 15.9418 8.19992 15.9561 8.24659C15.9612 8.26332 15.9645 8.28045 15.9688 8.29737C15.9881 8.37498 16 8.45598 16 8.53956C16 8.62256 15.9878 8.70269 15.9688 8.77979C15.9646 8.79673 15.9611 8.81384 15.9561 8.83058C15.9421 8.87646 15.9244 8.92057 15.9043 8.96339C15.8833 9.0081 15.859 9.05143 15.8311 9.09327C15.8185 9.11211 15.8048 9.13005 15.791 9.14796C15.765 9.18173 15.738 9.21563 15.707 9.24659L8.70703 16.2466C8.31654 16.637 7.68346 16.637 7.29297 16.2466C6.90248 15.8561 6.90256 15.2231 7.29297 14.8325L12.5859 9.53956H1C0.447793 9.53956 0.000126768 9.09174 0 8.53956C0 7.98728 0.447715 7.53956 1 7.53956H12.5859L7.29297 2.24659L7.22461 2.17042C6.90429 1.77769 6.92697 1.19865 7.29297 0.832529Z" fill="currentColor"/></svg></a></div></div></div></div><div class="flexi-stripe basic_content pt-md pb-lg"><div class="container"><div 163 class="basic-content--inner wysiwyg" 164 style="max-width: 768px;" 165 data-align="center" 166 ><h2 class="audience-gradient" style="text-align: center">Our Feature-Packed Platform Doesnât End There</h2><div style="text-align: center"> <a class="button" href="/features-overview" >View All Features<svg class="button-arrow" width="16" height="17" viewBox="0 0 16 17" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M7.29297 0.832529C7.65908 0.466413 8.23809 0.44382 8.63086 0.76417L8.70703 0.832529L15.707 7.83253C15.7532 7.8787 15.7946 7.92946 15.8311 7.9839C15.8586 8.02494 15.8816 8.068 15.9023 8.11183C15.923 8.15532 15.9418 8.19992 15.9561 8.24659C15.9612 8.26332 15.9645 8.28045 15.9688 8.29737C15.9881 8.37498 16 8.45598 16 8.53956C16 8.62256 15.9878 8.70269 15.9688 8.77979C15.9646 8.79673 15.9611 8.81384 15.9561 8.83058C15.9421 8.87646 15.9244 8.92057 15.9043 8.96339C15.8833 9.0081 15.859 9.05143 15.8311 9.09327C15.8185 9.11211 15.8048 9.13005 15.791 9.14796C15.765 9.18173 15.738 9.21563 15.707 9.24659L8.70703 16.2466C8.31654 16.637 7.68346 16.637 7.29297 16.2466C6.90248 15.8561 6.90256 15.2231 7.29297 14.8325L12.5859 9.53956H1C0.447793 9.53956 0.000126768 9.09174 0 8.53956C0 7.98728 0.447715 7.53956 1 7.53956H12.5859L7.29297 2.24659L7.22461 2.17042C6.90429 1.77769 6.92697 1.19865 7.29297 0.832529Z" fill="currentColor"/></svg></a></div></div></div></div></section><section class="page-section bg-type--light" style="background-size: var(--bg-size)"><div class="flexi-stripe columns pt-md pb-md"><div class="container"><div 167 class="columns" 168 data-halign="center" 169 data-valign="top" 170 data-columns="2" 171 style="--column-sizing-mobile: 1;--column-sizing-tablet: 2;--column-sizing-desktop: 2;--column-spacing-mobile: 16px;--column-spacing-tablet: 32px;--column-spacing-desktop: 32px;" 172 ><div class="columns--column"><div class="column--inner wysiwyg"><h2 class="audience-gradient">Frequently Asked Questions</h2><p>Explore answers to the questions we hear most so you can move forward with peace of mind.</p></div></div><div class="columns--column"><div class="column--inner wysiwyg"><div 173 class="accordion-item accordion__item--shortcode" 174 aria-expanded="true" 175 ><div class="accordion-item--title"> <span class="accordion-item--title-text ">What is Wealth.com's pricing?</span> <span class="accordion-item--icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512">
175 <path fill="currentColor" d="M212.7 363.3c6.2 6.2 16.4 6.2 22.6 0l160-160c6.2-6.2 6.2-16.4 0-22.6s-16.4-6.2-22.6 0L224 329.4 75.3 180.7c-6.2-6.2-16.4-6.2-22.6 0s-6.2 16.4 0 22.6l160 160z"/> </svg> </span></div><div class="accordion-item--content wysiwyg" style="display: block;"> Wealth.com offers annual contracts, payable either in full or on a quarterly basis. Pricing is based on advisor seats, with volume-based discounts available depending on your firmâs commitment level.</p><p>Each license is made to match an advisorâs book of business, with no perâclient or perâdocument fees. Your license also includes full onboarding, implementation support, and standard integrations at no additional cost.</div></div><div 176 class="accordion-item accordion__item--shortcode" 177 aria-expanded="false" 178 ><div class="accordion-item--title"> <span class="accordion-item--title-text ">What is Wealth.com's typical response time for customer support?</span> <span class="accordion-item--icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512"> <path fill="currentColor" d="M212.7 363.3c6.2 6.2 16.4 6.2 22.6 0l160-160c6.2-6.2 6.2-16.4 0-22.6s-16.4-6.2-22.6 0L224 329.4 75.3 180.7c-6.2-6.2-16.4-6.2-22.6 0s-6.2 16.4 0 22.6l160 160z"/> </svg> </span></div><div class="accordion-item--content wysiwyg" > We provide US-based live chat, phone, and email support to our partners and their clients. Live chat is available during business hours, with our initial chat response time averaging less than 90 seconds. We monitor emails 7 days a week and provide a phone support line.</div></div><div 179 class="accordion-item accordion__item--shortcode" 180 aria-expanded="false" 181 ><div class="accordion-item--title"> <span class="accordion-item--title-text ">How does Wealth.com ensure advisors avoid the Unauthorized Practice of Law (UPL)?</span> <span class="accordion-item--icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512"> <path fill="currentColor" d="M212.7 363.3c6.2 6.2 16.4 6.2 22.6 0l160-160c6.2-6.2 6.2-16.4 0-22.6s-16.4-6.2-22.6 0L224 329.4 75.3 180.7c-6.2-6.2-16.4-6.2-22.6 0s-6.2 16.4 0 22.6l160 160z"/> </svg> </span></div><div class="accordion-item--content wysiwyg" > The line between advisor enablement and giving legal advice is one we take seriously. Thatâs why Wealth.com is built on a rigorous legal framework that aligns with state-specific rules governing the Unauthorized Practice of Law.</p><p>Our platform empowers advisors to lead estate planning conversations and deliver more value, without ever providing legal advice or drafting legal documents themselves. We maintain strict role separation through features like advisor-client portal firewalls, embedded attorney consultations, and controlled workflows that keep legal functions where they belong.</p><p>The result: clients receive high-quality estate plans, advisors stay fully within their professional scope, and firms gain confidence that compliance is built into every step.</div></div><div 182 class="accordion-item accordion__item--shortcode" 183 aria-expanded="false" 184 ><div class="accordion-item--title"> <span class="accordion-item--title-text ">What measures does Wealth.com have in place to ensure data security and privacy?</span> <span class="accordion-item--icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512"> <path fill="currentColor" d="M212.7 363.3c6.2 6.2 16.4 6.2 22.6 0l160-160c6.2-6.2 6.2-16.4 0-22.6s-16.4-6.2-22.6 0L224 329.4 75.3 180.7c-6.2-6.2-16.4-6.2-22.6 0s-6.2 16.4 0 22.6l160 160z"/> </svg> </span></div><div class="accordion-item--content wysiwyg" > Wealth.com is SOC 2 Type II certified and adheres to the highest standards for data security and privacy. All data is encrypted at rest and in transit, stored securely in the U.S., and never sold or shared. Learn more at wealth.com/privacy-and-security.</div></div><div 185 class="accordion-item accordion__item--shortcode" 186 aria-expanded="false" 187 ><div class="accordion-item--title"> <span class="accordion-item--title-text ">What is the product roadmap for Wealth.com?</span> <span class="accordion-item--icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512">
187 <path fill="currentColor" d="M212.7 363.3c6.2 6.2 16.4 6.2 22.6 0l160-160c6.2-6.2 6.2-16.4 0-22.6s-16.4-6.2-22.6 0L224 329.4 75.3 180.7c-6.2-6.2-16.4-6.2-22.6 0s-6.2 16.4 0 22.6l160 160z"/> </svg> </span></div><div class="accordion-item--content wysiwyg" > Wealth.com employs a UXR (User Research) team whose sole responsibility is to understand the needs of the financial advisory community. Enhancements are prioritized in the roadmap by balancing customer impact, business goals, and technical feasibility. Using a structured process, Wealth.com gathers feedback from customers, stakeholders, and market analysis to identify high-value opportunities. Features are scored based on criteria such as user demand, ROI, alignment with strategic objectives, and effort required. Regular reviews ensure adaptability to changing needs, while clear communication keeps stakeholders informed of priorities and progress. Wealth.com believes that by continuously innovating, fielding a best-in-class team, and equipping advisors with powerful, intuitive tools, firms can elevate the client experience, deepen trust, and unlock long-term growth.</div></div><div 188 class="accordion-item accordion__item--shortcode" 189 aria-expanded="false" 190 ><div class="accordion-item--title"> <span class="accordion-item--title-text ">What types of firms use Wealth.com?</span> <span class="accordion-item--icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512"> <path fill="currentColor" d="M212.7 363.3c6.2 6.2 16.4 6.2 22.6 0l160-160c6.2-6.2 6.2-16.4 0-22.6s-16.4-6.2-22.6 0L224 329.4 75.3 180.7c-6.2-6.2-16.4-6.2-22.6 0s-6.2 16.4 0 22.6l160 160z"/> </svg> </span></div><div class="accordion-item--content wysiwyg" > Wealth.com is the estate planning software of choice for wealth management institutions, family offices, and trust companies alike. The combined AUM of wealth managers using Wealth.com exceeds $15 trillion, with many of the largest private banks, wirehouses, broker-dealers, and RIAs leveraging the platform to drive scale and efficiency for their advanced planning practices.</div></div></div></div></div></div></div></section><section class="page-section bg-type--green-d" style="background-size: var(--bg-size)"><div class="page-section--inner text-color--light green-footer-texture" style="--inner-section-mt: 3rem;--inner-section-mb: 3rem;--inner-section-pt: 0rem;--inner-section-pb: 0rem;--inner-section-pl: 3rem;--inner-section-pr: 3rem;border-radius: 2rem;;--container-max-width: 1050px;"><div class="flexi-stripe headline_intro pt-lg pb-lg"><div class="container"><div class="headline-intro-grid" data-valign="center"><div class="headline-text-align--left"><div class="headline hed2 "> Join the <span style="color: #75DBD3;">1000+</span> Firms Who are Reimagining Estate Planning.</div></div><div class="intro wysiwyg" style="text-align: center"><p><a class="button light block" href="/demo" >Get a Demo<svg class="button-arrow" width="16" height="17" viewBox="0 0 16 17" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M7.29297 0.832529C7.65908 0.466413 8.23809 0.44382 8.63086 0.76417L8.70703 0.832529L15.707 7.83253C15.7532 7.8787 15.7946 7.92946 15.8311 7.9839C15.8586 8.02494 15.8816 8.068 15.9023 8.11183C15.923 8.15532 15.9418 8.19992 15.9561 8.24659C15.9612 8.26332 15.9645 8.28045 15.9688 8.29737C15.9881 8.37498 16 8.45598 16 8.53956C16 8.62256 15.9878 8.70269 15.9688 8.77979C15.9646 8.79673 15.9611 8.81384 15.9561 8.83058C15.9421 8.87646 15.9244 8.92057 15.9043 8.96339C15.8833 9.0081 15.859 9.05143 15.8311 9.09327C15.8185 9.11211 15.8048 9.13005 15.791 9.14796C15.765 9.18173 15.738 9.21563 15.707 9.24659L8.70703 16.2466C8.31654 16.637 7.68346 16.637 7.29297 16.2466C6.90248 15.8561 6.90256 15.2231 7.29297 14.8325L12.5859 9.53956H1C0.447793 9.53956 0.000126768 9.09174 0 8.53956C0 7.98728 0.447715 7.53956 1 7.53956H12.5859L7.29297 2.24659L7.22461 2.17042C6.90429 1.77769 6.92697 1.19865 7.29297 0.832529Z" fill="currentColor"/></svg></a></p></div></div></div></div></div></section></main></section></div><footer id="colophon" class="site-footer" role="contentinfo"><div class="footer-inner container"><div class="footer-inner--brand"> <a href="https://www.wealth.com/" class="site-logo--link" rel="home"> <svg xmlns="http://www.w3.org/2000/svg" width="190" height="26" viewBox="0 0 130 18" class="djRE3">
190 <path fill="currentColor" d="M43.7464 15.479V9.39198C43.7464 6.24576 42.0068 4.34123 39.0124 4.34123C36.1131 4.34123 33.6796 6.14307 33.6796 8.23432C33.6796 8.77581 33.8507 9.23327 34.2024 9.72808L36.2842 8.97186C36.0181 8.45839 35.885 8.0476 35.885 7.56213C35.885 6.26443 36.8451 5.22814 38.347 5.22814C40.3243 5.22814 41.522 6.78725 41.522 9.3173V9.72808L39.7159 10.1202C35.6188 11.0164 33.6891 12.1648 33.6891 14.6295C33.6891 16.5527 35.153 17.9904 37.2919 17.9904C39.0219 17.9904 40.619 17.0661 41.5125 15.0683V17.5983H45.6001V17.0381C44.5639 16.8794 43.7464 16.618 43.7464 15.479ZM41.5315 14.3494C40.7425 15.7684 39.5448 16.59 38.2615 16.59C36.9211 16.59 36.0466 15.6658 36.0466 14.3027C36.0466 12.5755 37.0162 11.67 39.963 10.9698L41.5315 10.6057V14.3494ZM67.8345 17.0381V17.5983H61.8553V17.0381C62.9294 16.8608 63.7469 16.5993 63.7469 15.451V3.04353C63.7469 2.11926 63.3192 1.70848 62.302 1.58711L61.8553 1.54043V1.00828L65.496 0H65.9618V7.26338C67.4067 5.23748 68.8136 4.34123 70.4011 4.34123C72.54 4.34123 74.3176 5.76029 74.3176 8.65444V15.451C74.3176 16.59 75.1351 16.8421 76.1807 17.0381V17.5983H70.2775V17.0381C71.2947 16.8608 72.0932 16.5993 72.0932 15.451V8.82249C72.0932 6.82459 71.057 5.94701 69.5171 5.94701C68.3288 5.94701 67.1881 6.55385 65.9713 8.06628V15.4697C65.9618 16.5994 66.7698 16.8608 67.8345 17.0381ZM60.7621 15.9365C60.2202 16.3566 59.7449 16.618 59.0035 16.618C57.8438 16.618 56.9692 15.9645 56.9692 14.1347V5.6576H60.9332V4.73334H56.9692V1.26036H56.2943L52.5204 4.98541V5.64826H54.7543V14.1066C54.7543 16.7581 55.914 17.9997 57.9103 17.9997C59.2982 17.9997 60.2963 17.0475 61.0187 16.394L60.7621 15.9365ZM52.2257 17.0381V17.5983H46.2465V17.0381C47.3207 16.8608 48.1382 16.5993 48.1382 15.451V3.22091C48.1382 2.20329 47.796 1.64313 46.5317 1.56844L46.237 1.54043V1.00828L49.8873 0H50.3626V15.4697C50.3626 16.5994 51.1801 16.8608 52.2257 17.0381ZM32.0256 10.503H22.9664C23.071 13.9853 24.8581 16.1792 27.5293 16.1792C29.3829 16.1792 30.6377 15.1243 31.4742 13.9573L31.94 14.172C31.2651 16.2913 29.3164 17.9997 26.6262 17.9997C23.0234 17.9997 20.7705 15.0216 20.7705 11.5112C20.7705 7.02065 23.3942 4.35056 27.0159 4.35056C30.3715 4.34122 32.0256 7.20737 32.0256 10.503ZM29.6301 9.5787C29.478 7.12334 28.67 5.29349 26.5596 5.29349C24.3257 5.29349 23.185 7.04866 22.9854 9.5787H29.6301ZM19.9245 6.45115L15.3046 17.9997H14.7057L10.7607 8.52374L6.97737 17.9997H6.3785L1.56848 6.42315C1.30232 5.80697 0.969608 5.57357 0 5.33084V4.74267H5.85567V5.3215C4.16361 5.62025 3.84991 5.90967 4.26817 7.00198L7.3386 14.9189L10.2664 7.28205L9.8957 6.42315C9.64855 5.86299 9.32534 5.57357 8.30821 5.33084V4.74267H14.1829V5.3215C12.5003 5.62025 12.1771 5.90967 12.5954 7.00198L15.7038 14.8909L18.7077 7.00198C19.126 5.83498 18.7362 5.61092 17.0252 5.3215V4.74267H21.4835V5.3215C20.5424 5.50822 20.1716 5.76963 19.9245 6.45115Z" fill="currentColor"/> <path fill="currentColor" d="M111.505 15.5073C111.505 16.6379 112.302 16.8949 113.33 17.0748V17.6401H107.496V17.0748C108.55 16.8949 109.347 16.6379 109.347 15.5073V7.59252C109.347 6.59033 109.012 6.05069 107.779 5.9736L107.496 5.9479V5.40826L111.043 4.38037H111.505V7.28415C112.918 5.25408 114.28 4.38037 115.848 4.38037C117.595 4.38037 119.137 5.38256 119.548 7.43834C121.013 5.27977 122.426 4.38037 123.994 4.38037C126.101 4.38037 127.823 5.79372 127.823 8.6718V15.5073C127.823 16.6379 128.619 16.8949 129.647 17.0748V17.6401H123.891V17.0748C124.868 16.8949 125.639 16.6379 125.639 15.5073V8.82598C125.639 6.8473 124.636 5.9736 123.146 5.9736C121.964 5.9736 120.859 6.56463 119.651 8.08077C119.677 8.26065 119.677 8.46622 119.677 8.6718V15.5073C119.677 16.6379 120.473 16.8949 121.501 17.0748V17.6401H115.719V17.0748C116.722 16.8949 117.493 16.6379 117.493 15.5073V8.82598C117.493 6.8473 116.49 5.9736 114.974 5.9736C113.818 5.9736 112.687 6.56463 111.505 8.08077V15.5073Z" fill="currentColor"/> <path fill="currentColor" d="M100.224 17.9999C96.6525 17.9999 94.2883 15.2503 94.2883 11.4728C94.2883 7.20706 97.0636 4.38037 100.379 4.38037C104.002 4.38037 106.366 7.15567 106.366 10.9588C106.366 15.1989 103.565 17.9999 100.224 17.9999ZM96.6011 10.522C96.6011 13.1688 97.6804 16.972 100.61 16.972C102.717 16.972 104.079 14.8134 104.079 11.8069C104.079 9.18574 103 5.38256 100.07 5.38256C97.963 5.38256 96.6011 7.51543 96.6011 10.522Z" fill="currentColor"/>
190 <path fill="currentColor" d="M88.0424 17.9999C84.2906 17.9999 82.1577 15.0961 82.1577 11.37C82.1577 7.59252 84.5219 4.38037 88.2222 4.38037C90.6892 4.38037 92.3595 5.81941 92.6936 7.36124L90.6378 8.36343C90.278 6.61603 89.4043 5.33117 87.8882 5.33117C85.6268 5.33117 84.3163 7.56682 84.3163 10.4192C84.3163 13.7855 85.8838 16.2268 88.9161 16.2268C90.3294 16.2268 91.8713 15.2246 92.6936 13.6571L93.1561 13.8626C92.2824 16.5094 90.2523 17.9999 88.0424 17.9999Z" fill="currentColor"/> <path fill="currentColor" d="M79.9514 18.0003C79.0263 18.0003 78.2554 17.2808 78.2554 16.33C78.2554 15.4049 79.0263 14.6597 79.9514 14.6597C80.9793 14.6597 81.6217 15.4049 81.6217 16.33C81.6217 17.2808 80.9022 18.0003 79.9514 18.0003Z" fill="currentColor"/> </svg> </a><div class="footer-inner--address-info wysiwyg"><div class="site-social"><a href="https://www.linkedin.com/company/wearewealth" target="_blank" title="Visit linkedin page"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M100.3 448H7.4V148.9h92.9zM53.8 108.1C24.1 108.1 0 83.5 0 53.8a53.8 53.8 0 0 1 107.6 0c0 29.7-24.1 54.3-53.8 54.3zM447.9 448h-92.7V302.4c0-34.7-.7-79.2-48.3-79.2-48.3 0-55.7 37.7-55.7 76.7V448h-92.8V148.9h89.1v40.8h1.3c12.4-23.5 42.7-48.3 87.9-48.3 94 0 111.3 61.9 111.3 142.3V448z"/></svg></a><a href="https://www.youtube.com/@wearewealth" target="_blank" title="Visit youtube page"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 576 512"><path d="M549.7 124.1c-6.3-23.7-24.8-42.3-48.3-48.6C458.8 64 288 64 288 64S117.2 64 74.6 75.5c-23.5 6.3-42 24.9-48.3 48.6-11.4 42.9-11.4 132.3-11.4 132.3s0 89.4 11.4 132.3c6.3 23.7 24.8 41.5 48.3 47.8C117.2 448 288 448 288 448s170.8 0 213.4-11.5c23.5-6.3 42-24.2 48.3-47.8 11.4-42.9 11.4-132.3 11.4-132.3s0-89.4-11.4-132.3zm-317.5 213.5V175.2l142.7 81.2-142.7 81.2z"/></svg></a><a href="https://twitter.com/wearewealth" target="_blank" title="Visit twitter page"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512"><path d="M389.2 48h70.6L305.6 224.2 487 464H345L233.7 318.6 106.5 464H35.8L200.7 275.5 26.8 48H172.4L272.9 180.9 389.2 48zM364.4 421.8h39.1L151.1 88h-42L364.4 421.8z"/></svg></a></div><div><b>Arizona Office</b></div><div>51 WÂ 3rd St #110</div><div>Tempe, AZ 85281</p></div><div><b>New York Office</b></div><div>875 Sixth Avenue #1800</div><div>New York, NY 10001</p></div><p style="font-weight: 500;">General inquiries:Â <a href="/cdn-cgi/l/email-protection#82ebece4edc2f5e7e3eef6eaace1edef"><span class="__cf_email__" data-cfemail="422b2c242d023527232e362a6c212d2f">[email protected]</span></a><br /> Support: <a href="/cdn-cgi/l/email-protection#b9caccc9c9d6cbcdf9cedcd8d5cdd197dad6d4"><span class="__cf_email__" data-cfemail="c4b7b1b4b4abb6b084b3a1a5a8b0aceaa7aba9">[email protected]</span></a></p><p><img decoding="async" class="alignnone size-full wp-image-2824" style="margin-right: 1rem;" src="https://www.wealth.com/wp-content/uploads/2025/06/bbb-a-plus.svg" alt="BBB A+ Rating" />Â <img loading="lazy" decoding="async" class="alignnone wp-image-2821" style="margin-right: 1rem;" src="https://www.wealth.com/wp-content/uploads/2025/06/aicpa.png" alt="AICPA SOC" width="53" height="52" />Â <img loading="lazy" decoding="async" class="alignnone wp-image-2823" src="https://www.wealth.com/wp-content/uploads/2025/06/great-place-to-work.png" alt="Great Place to Work Certified" width="38" height="52" /></p></div></div><div class="footer-inner--navigation"><ul id="footer-menu" class="footer-menu"><li id="menu-item-357" class="menu-item menu-item-type-custom menu-item-object-custom current-menu-ancestor current-menu-parent menu-item-has-children menu-item-357"><a href="#">Platform</a><ul class="sub-menu"><li id="menu-item-2756" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-2756"><a href="https://www.wealth.com/platform-overview/">Estate Planning</a></li><li id="menu-item-5602" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-5602"><a href="https://www.wealth.com/tax/">Tax Planning</a></li><li id="menu-item-6849" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6849"><a href="https://www.wealth.com/ester-intelligence/">Ester Intelligence</a></li><li id="menu-item-2759" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-2759"><a href="/features-overview">Features</a></li><li id="menu-item-3243" class="menu-item menu-item-type-post_type menu-item-object-page current-menu-item page_item page-item-3003 current_page_item menu-item-3243"><a href="https://www.wealth.com/pricing/" aria-current="page">Pricing</a></li><li id="menu-item-4217" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4217"><a href="https://www.wealth.com/integrations/">Integrations</a></li></ul></li><li id="menu-item-2757" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-2757"><a href="#">Solutions</a><ul class="sub-menu"><li id="menu-item-3206" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-3206"><a href="https://www.wealth.com/for-advisors/">For Advisors</a></li><li id="menu-item-3207" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-3207"><a href="https://www.wealth.com/for-enterprises/">For Enterprises</a></li><li id="menu-item-3204" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-3204"><a href="https://www.wealth.com/for-attorneys/">For Attorneys</a></li><li id="menu-item-3205" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-3205"><a href="https://www.wealth.com/for-trust-companies/">For Trust Companies</a></li></ul></li><li id="menu-item-363" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-363"><a href="#">Company</a><ul class="sub-menu"><li id="menu-item-366" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-366"><a href="https://www.wealth.com/about/">About</a></li><li id="menu-item-365" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-365"><a href="https://www.wealth.com/news-and-press/">News and Press</a></li><li id="menu-item-1890" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1890"><a href="https://www.wealth.com/resources/">Resource Center</a></li><li id="menu-item-368" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-368"><a href="https://www.wealth.com/privacy-and-security/">Security</a></li><li id="menu-item-364" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-364"><a href="https://www.wealth.com/careers/">Careers</a></li><li id="menu-item-1879" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1879"><a href="https://www.wealth.com/demo/">Contact</a></li></ul></li></ul></div></div><div class="footer-legal container"><div class="footer-legal--copyright"> © 2026 Wealth Inc. All rights reserved.<br> Wealth.com is not a law firm and does not provide legal advice.</div>
190<div class="footer-legal--links"><div class="menu-legal-navigation-container"><ul id="menu-legal-navigation" class="menu"><li id="menu-item-342" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-342"><a href="https://www.wealth.com/legal-policies/#privacy-content">Privacy Policy</a></li><li id="menu-item-343" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-343"><a href="https://www.wealth.com/legal-policies/#tos-content">Terms of Service</a></li><li id="menu-item-344" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-344"><a href="/sitemap.xml">Sitemap</a></li></ul></div></div></div></footer></div>
vendor: 109 bytes, line 190
190 <script data-cfasync="false" src="/cdn-cgi/scripts/5c5dd728/cloudflare-static/email-decode.min.js"></script>
190<script type="speculationrules">{"prefetch":[{"source":"document","where":{"and":[{"href_matches":"/*"},{"not":{"href_matches":["/wp-*.php","/wp-admin/*","/wp-content/uploads/*","/wp-content/*","/wp-content/plugins/*","/wp-content/themes/wealthcom/*","/wp-content/themes/easttaylor-base/*","/*\\?(.+)"]}},{"not":{"selector_matches":"a[rel~=\"nofollow\"]"}},{"not":{"selector_matches":".no-prefetch, .no-prefetch a"}}]},"eagerness":"conservative"}]}</script>
190
190<script id="wp-dom-ready-js" src="https://www.wealth.com/wp-includes/js/dist/dom-ready.min.js?ver=3fe927cab37bf38d6a23"></script>
190
190<script id="wp-hooks-js" src="https://www.wealth.com/wp-includes/js/dist/hooks.min.js?ver=f0f188028580e8dc1255"></script>
190
190<script id="wp-i18n-js" src="https://www.wealth.com/wp-includes/js/dist/i18n.min.js?ver=1dfe7db3940c23ea9216"></script>
190
190<script id="wp-i18n-js-after">wp.i18n.setLocaleData( { 'text direction\u0004ltr': [ 'ltr' ] } ); 191//# sourceURL=wp-i18n-js-after</script>
191
191<script id="wp-a11y-js" src="https://www.wealth.com/wp-includes/js/dist/a11y.min.js?ver=31c6cec5a4ff7aff483d"></script>
191
191<script id="gform_placeholder-js" defer='defer' src="https://www.wealth.com/wp-content/plugins/gravityforms/js/placeholders.jquery.min.js?ver=3.1.1"></script>
191
191<script id="gform_gravityforms_theme_vendors-js" defer='defer' src="https://www.wealth.com/wp-content/plugins/gravityforms/assets/js/dist/vendor-theme.min.js?ver=0c901cb641ce64b99c20ea1a4d208cc9"></script>
191
191<script id="gform_gravityforms_theme-js-extra">var gform_theme_config = {"common":{"form":{"honeypot":{"version_hash":"6b914037398d567c6e7bf9e5b9dc510c"},"ajax":{"ajaxurl":"https://www.wealth.com/wp-admin/admin-ajax.php","ajax_submission_nonce":"09271cc1a6","i18n":{"step_announcement":"Step %1$s of %2$s, %3$s","unknown_error":"There was an unknown error processing your request. Please try again.","error_403":"The request was blocked (403 error) for unknown security reasons. Remove any code-like text (scripts or DB queries) and try again."}}}},"hmr_dev":"","public_path":"https://www.wealth.com/wp-content/plugins/gravityforms/assets/js/dist/","config_nonce":"8b37d15226"}; 192//# sourceURL=gform_gravityforms_theme-js-extra</script>
192
192<script id="gform_gravityforms_theme-js" defer='defer' src="https://www.wealth.com/wp-content/plugins/gravityforms/assets/js/dist/scripts-theme.min.js?ver=e27d9712159624c99129c8c208f022ad"></script>
192
192<script id="leadin-script-loader-js-js-extra">var leadin_wordpress = {"userRole":"visitor","pageType":"page","leadinPluginVersion":"11.3.73"}; 193//# sourceURL=leadin-script-loader-js-js-extra</script>
193
193<script async defer id='hs-script-loader' src="https://js.hs-scripts.com/9450632.js?integration=WordPress&ver=11.3.73"></script>
193
193<script id="vite-script-1-js" src="https://www.wealth.com/wp-content/cache/autoptimize/js/autoptimize_single_65296b921355a4f929d4e711d7c7bfd3.js?ver=1784855807"></script>
193
193<script>gform.initializeOnLoaded( function() { jQuery(document).on('gform_post_render', function(event, formId, currentPage){if(formId == 1) {if(typeof Placeholders != 'undefined'){ 194 Placeholders.enable(); 195 }} } );jQuery(document).on('gform_post_conditional_logic', function(event, formId, fields, isInit){} ) } );</script>
195
195<script>gform.initializeOnLoaded( function() {jQuery(document).trigger("gform_pre_post_render", [{ formId: "1", currentPage: "1", abort: function() { this.preventDefault(); } }]); if (event && event.defaultPrevented) { return; } const gformWrapperDiv = document.getElementById( "gform_wrapper_1" ); if ( gformWrapperDiv ) { const visibilitySpan = document.createElement( "span" ); visibilitySpan.id = "gform_visibility_test_1"; gformWrapperDiv.insertAdjacentElement( "afterend", visibilitySpan ); } const visibilityTestDiv = document.getElementById( "gform_visibility_test_1" ); let postRenderFired = false; function triggerPostRender() { if ( postRenderFired ) { return; } postRenderFired = true; gform.core.triggerPostRenderEvents( 1, 1 ); if ( visibilityTestDiv ) { visibilityTestDiv.parentNode.removeChild( visibilityTestDiv ); } } function debounce( func, wait, immediate ) { var timeout; return function() { var context = this, args = arguments; var later = function() { timeout = null; if ( !immediate ) func.apply( context, args ); }; var callNow = immediate && !timeout; clearTimeout( timeout ); timeout = setTimeout( later, wait ); if ( callNow ) func.apply( context, args ); }; } const debouncedTriggerPostRender = debounce( function() { triggerPostRender(); }, 200 ); if ( visibilityTestDiv && visibilityTestDiv.offsetParent === null ) { const observer = new MutationObserver( ( mutations ) => { mutations.forEach( ( mutation ) => { if ( mutation.type === 'attributes' && visibilityTestDiv.offsetParent !== null ) { debouncedTriggerPostRender(); observer.disconnect(); } }); }); observer.observe( document.body, { attributes: true, childList: false, subtree: true, attributeFilter: [ 'style', 'class' ], }); } else { triggerPostRender(); } } );</script>
195 </body></html>
Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.