Top SitesThe Leading Estate & Tax Planning Software for Financial Advisors

Machine Readiness

Stored receipt and evidence

Overall

16

Readable

55

Callable

0

Commerce

0

Payment

0

Machine Access

Inspect the site's MCP endpoint

Open MCP explorer

DialtoneApp can scan the stored discovery files for this domain, try the MCP initialize handshake, and show the raw protocol transcript.

Purchase boundary

read only

Control boundary

unknown

Payment rails

None

Payment providers

None

Payment methods

None

Payment protocols

None

Payment assets

None

Payment networks

None

Capabilities

None

Verified payment surface

No

Crypto only

No

Readable docs

robots, llms

Products

0

Variants

0

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0

Currencies

0

Offers

0

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0

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0

Samples

Offer samples

No stored offer samples.

Samples

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Samples

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No stored product samples.

Document

robots.txt

Open robots.txt
Crawl-delay: 10
# START YOAST BLOCK
# ---------------------------
User-agent: *
Disallow:

Sitemap: https://www.wealth.com/sitemap_index.xml
# ---------------------------
# END YOAST BLOCK

Document

llms.txt

Open llms.txt
# Wealth.com

> The industry's leading estate and tax planning platform for financial advisors. Wealth.com unifies estate planning, tax intelligence, and AI-powered insights to help advisors deliver sophisticated planning at scale for their clients.

## Platform

- [Platform Overview](https://www.wealth.com/platform-overview/) — Unified estate and tax planning software for financial advisors
- [Estate Planning](https://www.wealth.com/features-document-creation/) — Document creation, scenario builder, and estate analysis tools
- [Tax Planning](https://www.wealth.com/tax/) — AI-powered tax analysis and optimization for clients
- [Ester® AI](https://www.wealth.com/ester-ai/) — Wealth.com's AI assistant for estate and tax planning
- [Integrations](https://www.wealth.com/integrations/) — CRM, custodian, and financial data integrations
- [Pricing](https://www.wealth.com/pricing/)

## Solutions

- [For Financial Advisors](https://www.wealth.com/for-advisors/)
- [For Enterprises](https://www.wealth.com/for-enterprises/)
- [For Attorneys](https://www.wealth.com/for-attorneys/)
- [For Trust Companies](https://www.wealth.com/for-trust-companies/)

## Resources

- [Resource Center](https://www.wealth.com/resources/) — Articles, guides, and research for financial advisors
- [Speakers](https://www.wealth.com/speakers/) — Estate and tax planning speakers for advisor events and conferences
- [News & Press](https://www.wealth.com/news-and-press/)

## Company

- [About Wealth.com](https://www.wealth.com/about/) — Mission, leadership team, and company background
- [Careers](https://www.wealth.com/careers)
- [Privacy & Security](https://www.wealth.com/privacy-and-security/)

## Sitemap

https://www.wealth.com/sitemap_index.xml

Document

llms-full.txt

Not stored for this site.