Wealth.com sends email communications to help you stay informed and keep your estate planning progress on track — from reminders that nudge you toward your next step, to real-time updates on document and order activity, to periodic summaries of your progress. These emails are designed to be genuinely useful, and you're always in control of what lands in your inbox. You can unsubscribe from most communications at any time (see instructions below).
What emails does Wealth.com send to advisors?
Reminders & Nudges Helpful prompts to keep your estate plan or client engagements moving forward. This includes reminders to create your Wealth.com account, resetting your password, billing, Ester Agent query confirmations and more.
For Ester Agent query confirmations: For advisors with Ester Agent enabled, advisors have the option to receive an email once their query is complete. Advisors can select this option directly within the Ester Agent chat.
Activity & Order Updates Real-time updates when actions are taken on documents, orders, or client accounts. You'll receive confirmation emails for any mobile notary or deed prep orders you place. This includes Client Activity notifications, which update you any time one of your clients you've invited:
Accepts your invitation
Starts drafting a document
Completes drafting a document
Starts or submits a deed prep order
Summaries & Reports Periodic digests of activity, progress, and practice performance. If any of the clients you've invited have accepted an invite, started drafting a document, or completed a document, you'll receive a weekly activity report summarizing those client updates. At the end of each month, you'll also receive a monthly report card summarizing your product activity.
Product News & Education New features, platform announcements, company news, webinars and educational content.
What emails does Wealth.com send to clients?
Reminders & Nudges Helpful prompts to keep your estate plan moving forward. This includes reminders to create your Wealth.com account, resetting your password, taking our onboarding quiz, starting drafting a document (including deadline reminders if assigned by an advisor), completing drafting a document, and post-drafting guidance on next steps — including our mobile notary and deed prep services.
For Document Deadline Reminders: Learn more about those here, including the number of reminders included and how to disable them if needed.
Activity & Order Updates Real-time updates when actions are taken on documents, orders, or client accounts. You'll receive confirmation emails for any mobile notary or deed prep orders you place.
Product News & Education New features, platform announcements, and educational content.
What email addresses are these sent from?
support@wealth.com — Support
learn@news.wealth.com — Product news & notifications
notifications@news.wealth.com — Reminders & Nudges as outlined above
newsletter@wealth.com — Company News
gabby@wealth.com — Webinars
finance@wealth.com — Billing & Finance
noreply@wealth.com — Task Center notifications
How do I unsubscribe from Wealth.com emails?
Open the Wealth.com email you'd like to unsubscribe from.
Scroll to the footer of the email.
Select the unsubscribe link and follow the prompts to confirm.
For emails that do not contain an unsubscribe link, please contact support@wealth.com or your Account Manager to be removed.
Note: Some of these emails are not activated for certain firm accounts based on compliance requirements. If your firm is not receiving these emails and would like to, please contact your Account Manager for more information.