estate planning Integration
Jump +Wealth.com
Wealth.com is an estate-planning platform that helps advisors manage family structures, key roles, and estate-planning documents in one place. Connect Wealth.com to Jump to bring estate and tax-planning context directly into pre-meeting prep, so advisors walk into every conversation with a complete view of a client’s legacy planning.
Key Benefits
Better estate-aware meeting prep
See family relationships, roles, and estate documents in Jump before meetings, without switching tools.
Fewer missed details
Ensure estate planning considerations discussed in meetings are captured and reflected accurately.
Reduced manual handoffs
Minimize re-keying and back-and-forth between conversations and estate planning workflows.
More holistic planning conversations
Bring estate and tax context together so advisors can discuss forward-looking strategies with confidence.
Feature Details
Estate Planning Context in Pre-Meeting Prep
View family members, relationships, roles, and estate document status directly within Jump’s pre-meeting prep.
Global Ask Anything for Estate Data
Ask questions like “Who is the power of attorney?” or “Is there a will on file?” and receive Wealth.com-backed answers with timestamps and direct links.
Household & Contact Linking
Wealth.com households are automatically linked to Jump Contacts using email matching, keeping client records aligned.
Estate Signals Detection
Jump identifies estate-related terms mentioned during meetings such as wills, trusts, guardians, or beneficiaries to highlight relevant planning considerations.
Secure, Automatic Data Sync
Estate planning data is securely refreshed on a regular basis so advisors always see the most up-to-date information.
How it Works
Connect Wealth.com to Jump
Add the Wealth.com integration during onboarding or from your Jump integration settings and authorize via OAuth.
Automatically import estate context
Wealth.com household data is imported and linked to existing Jump Contacts.
Prepare with full visibility
Estate planning details appear in Jump’s pre-meeting prep and are available for questions and insights during meetings.
Resources
Onboarding Webinar
Join a live, daily walkthrough to get set up and ask questions in real time.
Customer Support
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