Estate and tax questions answered from the documents themselves.
Every estate answer cites the page of the trust, will or amendment it came from, and tax figures come from Wealth.com's calculation engine, not Claude's arithmetic, with the tax year and rules shown.
What it is
Wealth.com's own connector that gives Claude access to a household's live records on Wealth.com: estate documents, balance sheet and filed tax returns. Claude does the reasoning; Wealth.com supplies the documents, the firm's records and a tax calculation engine. It does not draft estate documents, file returns, or give legal or tax advice.
What you get
- A client and household looked up, with what is on file for them
- Estate documents read and searched, with each answer citing the page it came from
- What a household owns, how each asset is titled, and its beneficiary designations, including where a link has not been recorded
- A summary of a filed tax return: income, deductions, total tax and rates
- Tax scenarios modeled, such as a return rolled forward or a Roth conversion at several amounts, using published federal and state tax data
- A new estate document filed to a client's record and read
Requirements
Your firm must already be on the Wealth.com platform; there is no extra charge from Wealth.com. You sign in to Wealth.com in your browser, Claude receives a time-limited access token, and you sign in again when it expires. You only see the households your Wealth.com account is entitled to.
Setup effort
Paste a URL, then authorize — add the endpoint to your client, then approve the OAuth consent screen