Kicking off back-to-school season, our product team has been hard at work developing new features designed to streamline your workflow and enhance your client’s experience. This month, we’re thrilled to introduce a host of powerful new updates, from expanded capabilities for Ester® to new scenarios in EstateFlow™.
Introducing Ester Insights: Guidance Beyond Summaries
Ester Executive Summaries have always provided factual, citation-rich summaries. Now, the new Ester Insights & Observations tab adds an extra layer of advisory-level intelligence.
- Flags missing or incomplete documents
- Surfaces ambiguities that may require advisor follow-up
- Suggests logical next steps
- Alerts you if something is out of date due to changes triggered by new laws
This feature ensures you’re not just informed, but equipped with actionable guidance. Learn more about Ester® Insights and other recent updates in Wealth Academy.
Ester Advanced Summaries: More Depth for Complex Trusts
For advisors working with complex trusts, Advanced mode adds depth where it’s needed most. You can now toggle Ester into Advanced mode, which prompts even more detailed executive summaries with additional fields designed to capture nuances of complex trusts. Ester summarizes documents with amendments, so when you’re viewing in Advanced Mode, you’ll see a dedicated column for Amendment Details.
At a glance, Ester Advanced provides:
- 50+ new summary fields that capture nuance in sophisticated estate plans
- Amendment-specific visibility with a dedicated “Amendment Details” column
- Smarter document handling that recognizes amendments automatically
See what else is included in Ester Advanced Summaries in Wealth Academy.
Ester Now Reviews LLCs, Operating Agreements, and Amendments!
You asked, and we delivered: Ester now reviews LLCs and Operating Agreements (OAs) as well as documents with Amendments. For documents with Amendments, Ester® Executive Summaries features a new column titled Amendment Details, which calls out key information related to amendments. This means a broader, more accurate view of your clients’ estate planning documents without additional manual review.
That’s a wrap on September. As always, explore full release notes and tutorials in Wealth Academy to see these updates in action.
