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Wealth.com Integration

Connect your Wealth.com account to Jump to enable seamless data sharing between the two platforms.

Written by Kyle Copier
Updated over a week ago

Who should connect to Wealth.com?

  • Full users

  • Lite users

Note: To use this integration, you need admin permissions within Wealth.com to authorize the OAuth connection

What the Wealth.com integration does

The Jump integration with Wealth.com brings estate planning data directly into your Pre-Meeting Prep, allowing you to:

  • View family members and household structures

  • See estate planning roles (executors, trustees, guardians, POAs, beneficiaries)

  • Access document status and execution information

  • Review quiz answers and wizard responses from Wealth.com

  • Sync meeting notes back to Wealth.com
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How to connect Wealth.com to Jump

  1. Navigate to Profile & Settings > User Settings > Integrations in Jump.
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  2. Click + Add an Integration.

  3. Find Wealth.com under the Estate Planning category.

  4. Click Add Integration.
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  5. You'll be redirected to Wealth.com to authorize the connection.

  6. Once authorized, Jump will automatically import your Wealth.com households.
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How to use the Wealth.com integration in pre-meeting prep

You can incorporate Wealth.com information into your pre-meeting prep notes with these steps:

  1. Go to Profile & settings > User settings > Templates.

  2. Select your desired Meeting Prep template from the list.

  3. In the template editor, click on the Default Sources tile on the left and locate the Wealth.com field.

  4. Here, select the specific Wealth.com objects that you would like to make available to Jump for generating pre-meeting prep. (e.g., Asset, Client, Estate Contact Cards, Note, Quiz Answers, Wizards).
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  5. Within the meeting prep template, you can add an Instructions block that tells Jump what to do with the Wealth.com information.

  6. Use the Sources dropdown on the bottom left corner of the Instructions block to further specify the Wealth.com objects you'd like to be used in this block.
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  7. Throughout the prep template, you can also use the "@" symbol to pull in specific variables from your connected Wealth.com account.

For more information, check out this guide: How pre-meeting prep works in Jump.

Frequently asked questions (FAQs)

What objects does Jump pull in from Wealth.com for Pre-Meeting Prep?

Jump pulls the following data for Pre-Meeting Prep:

  • Client information

  • Assets

  • Estate contact cards

  • Quiz answers

  • Wizards

  • Notes
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