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Find out why Wealth AI is the only comprehensive trust planning platform for all clients and all estate plans, no matter how complex
Advisor Portal
Trust & Estate planning management made simple, including CRM and portfolio management integrations.
Create high-quality documents
Clients can create and update state-specific documents, maintained by our leading legal team.
Estate planning resources
Helpful resources designed for advisors and their clients to achieve their unique visions for lasting legacies.
Organize & collaborate
Drive scale and repeatable processes through cutting edge technology, like our document extraction AI.
Deliver refined reports
Create custom visual reports for clients, choosing the elements of their plan that matter the most to them—complete with your firm’s branding.
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