Wealth.com is the estate and tax planning launch partner for Claude for Financial Advisors, which Anthropic announced today.
We also released a Wealth.com connector for Claude, built on the Model Context Protocol (MCP), the open standard Anthropic created for connecting AI applications to outside systems and data. Firms already on the Wealth.com platform can enable it in their existing Claude workspace, under their own firm AI policies, at no additional cost from Wealth.com.
This post covers what that means in practice: where answers to estate and tax questions come from, four real-world advisor workflows transformed by this approach, and how to learn more.
Where the answers live
Estate and tax questions have defined answers, and those answers sit in specific places.
What a trust says about the disposition at the first spouse’s death is set by an executed document. Who holds authority under a health care directive is set by that directive. Whether an account is titled in a trust is a fact in a firm’s records. What a $200,000 Roth conversion produces for a specific household in a specific tax year is arithmetic under that year’s federal and state rules.
Three sources hold all of that: the executed documents, the firm’s records, and a tax calculation engine loaded with current federal and state data. None of them are public, and none of them are reachable by an AI assistant on its own. That is precisely the problem MCP was built to solve, and it is why we built on it.
Wealth.com holds all three, and this integration connects them.
What each side brings
Claude reads and reasons across a client’s documents, records, and tax figures. An advisor can ask a question in the language they would use with a colleague, across several hundred pages of documents, and follow the answer wherever it leads. They can hold a line of inquiry across a dozen turns, move from an estate question to a tax question without switching tools, and follow their own thinking rather than a navigation tree someone else designed. Conversation becomes the natural surface for working through what matters.
Wealth.com brings the records and tax engine those answers come from.
- Document intelligence with page-level citations.
Locating the provision that governs distributions at a specific age inside a 60-page restatement is work we have built specifically for estate documents. Every answer comes back with the page it came from, so an advisor can work from the provision itself rather than from a description of it. - A deterministic tax calculation engine.
Given the same inputs and the same tax year, it returns the same figures every time, using published federal and state tax data. - The firm’s records, with their context intact.
Titling, beneficiary designations, and the relationships between accounts, trusts, and individuals are preserved, including where those relationships have not yet been established.
Neither piece does the job alone. Claude works through a question the way an advisor would, and Wealth.com ties each answer to its source.
Four walkthroughs
1. Preparing for a prospect meeting from a stack of documents
An advisor has a first meeting with a prospective client in an hour. The prospect sent over a revocable trust executed in 2016, a first amendment from 2021, a will, a durable power of attorney, and a health care directive. That is a few hundred pages, most of it boilerplate, none of it read.
The advisor brings the documents into Claude and asks, in plain language:
- What happens at the first spouse’s death?
- Does the survivor have full control of the assets, or does the trust split into subtrusts?
- When do the children gain control of their inheritance?
- Who is the successor trustee, and in what order?
- Who can make health care decisions if the client cannot?
Each answer comes back with a citation to the page it came from, including whether the governing language sits in the original trust or in the 2021 amendment, which is exactly the kind of thing a fast read misses. Ask for the disposition structure and it returns as a flowchart.
The advisor walks into the meeting with three informed questions instead of a request to send more paperwork.
2. Finding the provisions worth raising before the client raises them
Same documents, but a different question. Instead of asking what the plan does, the advisor asks what is worth a conversation.
This surfaces the things that tend to sit unexamined in an estate plan for years:
- A co-trustee requirement nobody flagged, which means the person the client believes can act alone cannot.
- A beneficiary holding authority over future trustee appointments, which changes who controls the trust over time.
- A signature page that may never have been executed on an amendment the family believes is in force.
- Distribution ages that do not match what the client described in conversation.
None of these are unusual. All of them are the difference between a review meeting where the advisor is reporting and a review meeting where the advisor is advising. Each one comes back with a citation, so the advisor can read the provision before deciding whether to raise it.
3. Understanding an existing client household
For clients already on the platform, an advisor can work through the broader financial picture the same way: what the household owns, how each asset is titled, where wealth is concentrated, and how beneficiary designations are recorded.
The part that matters more than people expect is what Wealth.com preserves about the gaps. If a relationship between an account, a trust, and an individual has not been established in the firm’s records, the answer says so rather than filling the hole with an assumption.
An advisor asking, “Is this account titled in the trust?” needs to be able to distinguish between “no” and “we do not have that recorded.” Those two answers lead to completely different next steps.
4. Working through a tax planning conversation
An advisor pulls up a summary of a client’s filed return covering income, deductions, total tax, and federal and state tax rates. Then the conversation moves to what happens next:
- Roll the filed return forward under the applicable year’s tax law to see what the same income profile produces under current rules.
- Evaluate a Roth conversion at several amounts to find where the marginal cost stops being worth it.
- Back out a one-time event, such as a business sale or a concentrated position liquidation, to get a baseline that reflects what the household actually looks like going forward.
- Build an initial estimate for a prospect who has not shared a return yet, using available financial information and stated assumptions, with those assumptions visible in the output.
Every figure in those scenarios comes from our calculation engine and the applicable federal and state tax data.
How to tell where an answer came from
Every figure the connector returns is attributed to one of three sources:
- The firm’s record, meaning data the firm maintains in Wealth.com.
- A cited page of a client document, with the page reference included.
- The calculation that produced it, with the tax year and rules applied.
Each also carries the date through which the information is current, so an advisor can tell whether they are looking at something reconciled last week or last quarter.
What this does not do
It does not draft estate planning documents, and it does not give legal advice. Document analysis tells an advisor what a plan currently says. Changing what it says is legal work.
It does not file tax returns or give tax advice. The scenarios are planning estimates built on stated assumptions, and they belong in a conversation with the client’s tax professional.
It does not know what is not in the documents or the firm’s records. If a trust was amended and the amendment was never uploaded, no system reading the uploaded documents will know about it.
See it live at Future Proof
Wealth.com co-founder and chief growth officer Tim White and Drew Parker, financial services lead at Anthropic, are demonstrating the integration at booth 235 at Future Proof Festival in Huntington Beach on .
To learn more or get started, visit claude.wealth.com.
