Wealth.com’s estate and tax intelligence, now inside Claude

Review estate plans, explore tax scenarios, and prepare for client conversations in Claude, powered by the client information and specialized planning intelligence in Wealth.com.

Wealth.com Skills

Every skill you need.

The Wealth.com MCP gives Claude purpose-built skills for estate and tax planning. Ask for a plan review, a document read, a scenario, or a meeting brief, and get back work you can act on, not just information to sort through.

/estate-review

See what the plan didn’t plan for.

Review estate documents, asset ownership, and beneficiary information together. Spot potential gaps and provisions that deserve attention, then turn the findings into focused questions and next steps for your client.

/new-doc-intake

New documents. Less detective work.

Review a newly received estate document, identify key provisions, and compare it with available prior documents. Get a focused summary of the changes and planning considerations that deserve your attention.

/estate-scenario

Take tomorrow for a test drive.

Explore how a proposed decision could affect a household’s estate plan and tax picture. Compare scenarios and prepare a clear explanation of the results, assumptions, and tradeoffs for your client.

/meeting-prep

Less prep. More prepared.

Bring Wealth.com’s estate and tax insights together with information from your other connected systems. Create a concise meeting brief with relevant planning considerations, open questions, and suggested talking points.

The intelligence behind the conversation

Ester®, Wealth.com’s AI for estate and tax planning, helps interpret complex planning information. Wealth.com’s dedicated calculation engines power scenario results. The connector brings these capabilities into your conversations with Claude.

Trace document insights to the source.

Review the provisions behind an estate document finding, so you can understand its basis before bringing it into the client conversation.

Understand the numbers behind the scenario.

Explore planning outcomes using Wealth.com’s calculation engines, with inputs and assumptions you can review and explain.

Identify what deserves a closer look.

Surface potential planning gaps and tax considerations in the available client information. Use those findings to prioritize questions, evaluate options, and guide the next conversation.

As we built Claude for Financial Advisors, we focused on bringing the best of the advisor technology ecosystem directly into advisor workflows.

Wealth.com has established itself as the trusted estate and tax platform for wealth management firms, making its capabilities a natural complement to what we’re building. Together, we can give advisors a more complete set of tools to support the work they do for clients every day."

Peter Nolan

Head of Asset and Wealth Management, Anthropic

Trust & Security

Built for the trust your clients place in you

Wealth.com protects sensitive planning information with dedicated security controls and enterprise oversight. The safeguards below apply to Wealth.com’s platform. Your firm’s Claude terms and settings also apply to information shared with Claude.

Enterprise Review

The diligence is already done

Wealth.com has successful completed security reviews and deployments with leading U.S. banks and broker-dealers. Our dedicated security team supports your firm’s evaluation with documentation and answers to its questions.

Private AI

AI power without the public AI risk

Wealth.com operates within private enterprise infrastructure, with controls designed for the estate and tax planning information your clients entrust to you.

Data Retention

Processed for the task — not kept by the model

Our AI processes necessary data in real time and doesn’t retain it. Customer data is never used by third-party model providers to train their foundation models.

Data Residency

Data stays in the United States

Wealth.com processes and stores data entirely within the United States. Production environments are isolated, and production data is never used for development or testing.

Protection

Protected in storage. And in transit.

Data is encrypted at rest and in transit, and uploaded files are scanned before processing. Our controls protect the estate and tax planning information your clients trust you to safeguard.

Assurance

Audited, monitored, and ready for review

Wealth.com maintains SOC 2 Type II and PCI DSS compliance, with ongoing security monitoring and documentation available through our Trust Center for compliance and diligence teams.

FAQ

Everything you need to know about Wealth.com in Claude

What is the Wealth.com connector for Claude?

A secure connection between your Wealth.com account and Claude, built on MCP (Model Context Protocol) — the open standard for connecting AI assistants to real software and real data. Ask Claude about your clients' estate and tax details and get answers grounded in your actual Wealth.com data.

What can I actually ask it to do?

Prep for a client meeting in the time it takes to walk to the conference room. Get a plain-English read of a trust, review what a household owns, summarize a filed return, or model a tax scenario.

Do I need a separate Claude subscription?

Yes — bring your own Claude account, and the connector works with any active subscription. For firms, we recommend Claude Enterprise for the admin controls and enterprise data terms your compliance team expects.

Is it included in my Wealth.com plan?

Yes, at no additional charge. Access maps to the licenses you already hold — estate license unlocks the estate tools, tax unlocks the tax tools.

I'm already a Wealth.com customer — how do I start using it?

Connecting takes about two minutes. Here's the walkthrough — and if your firm hasn't approved Claude yet, your reach out to your wealth.com account manager to start the conversation.

I'm not a Wealth.com customer — can I try it?

The connector runs on your Wealth.com data, so it comes with the platform rather than standing alone. Request a demo and we'll show you what it looks like and how it works.(edited)

Book a Demo