Wealth.com
Partner, reviewedBring your clients' estate plans, tax returns, and documents into Claude — with instant snapshots, risk analysis, and advisor-ready summaries.
A connector: add it in the Claude app under Settings, Connectors; Claude Code signed in to the same account can use it too. There is nothing to install from a terminal.
Wealth.com brings estate-planning intelligence into Claude for financial advisors and their teams. Look up any client in your book and pull a complete picture of their estate in seconds — no switching tabs, no digging through PDFs. Ask Claude to walk you through a client's estate snapshot, flag planning risks and gaps, or draft an executive summary you can bring straight into a client meeting. Key capabilities: • Client lookup • Estate snapshots • Risk analysis • Executive summaries • Annual Tax Lookback reports • Document intelligence (wills, trusts, tax returns, statements) Built for the…
From Anthropic's public plugin directory, read on 2026-10-16. Find a skill by task.