The Highlights:
- Massive momentum: Cetera (12,000+ advisors), Schwab strategic investment, and Commonwealth exclusivity (2,300+ advisors).
- Live today:
- Smarter documents & reports (PDF-embedded signer checklists, standardized page numbering, custom report pages).
- Ester® AI upgrades: open-ended Q&A, side‑by‑side answers from Gemini, Claude, Meta & Mistral, linked citations, follow‑ups with context, rich text editor, folder-level uploads, and more.
- Planning enhancements: Ownership Balance Sheet flexibility, EstateFlow auto-populated tax & exemption data, client creation without email.
- Security: SOC 2 Type II, PCI-DSS, AES‑256, per-document keys, and Vault upgrades (multi-file upload, “Presentation Materials” category).
- Advisor enablement: Advisor Marketing Kit and Wealth Academy (self-paced, CE-ready content coming).
- Coming later this year: Atomic Components—full visual, layout, and brand-level customization of Wealth.com.
- New service: Mobile Notary—$175 for one document, $300 for an entire plan, with personalized scheduling to meet your clients where they are.
- Stay current: Real-time legal and tax updates (including Washington’s estate tax changes and DC’s One Big Beautiful Bill Act) flow directly into EstateFlow, Report Builder, and more.
- Save the date: The Estate Planning Conference — January 26–28, 2026, Montelucia Resort, Scottsdale, AZ. Admiral William McRaven, Michael Kitces, and Larry Fitzgerald will headline the event.
A year of momentum, and we’re just getting started
At the event, Co-Founder & CGO Tim White walked through a run of milestones that underscore how quickly estate planning is moving from “nice to have” to core infrastructure for modern wealth management:
- April: Partnership with Cetera brings Wealth.com access to 12,000+ advisors nationwide.
- Two weeks later: Charles Schwab makes a strategic investment—pairing modern, AI-driven innovation with a legacy of fiduciary trust.
- May: We booked the Montelucia Resort for our first-ever industry conference—The Estate Planning Conference—January 26–28, 2026.
- June: WealthManagement.com names Wealth.com a finalist in six categories, including Estate Planning Tech, AI Innovation, and CEO of the Year.
- The very next day: Commonwealth Financial Network selects Wealth.com as its exclusive estate planning solution for 2,300+ advisors.
These aren’t isolated wins—they’re a signal of where the industry is going and who’s building the rails.
What’s live now: Platform innovations & AI enhancements
Danny Lohrfink, Co-Founder & Chief Product Officer, showcased the product you can use today, not a roadmap.
Sharper document & reporting workflows
- PDF-embedded signer checklists with exact page references and signature guidance.
- Standardized page numbering across multi-document plans for a seamless client experience.
- Report Builder, upgraded: Insert custom pages with editable text—think Goals & Objectives, Decision Makers summaries, and firm-branded takeaways.
Ester® gets (a lot) smarter
Ester®, the first AI legal assistant trained specifically on estate planning documents, just received major upgrades:
- Ask open-ended questions (“Does this trust allow discretionary distributions?”).
- Model transparency: See side-by-side answers from Gemini, Claude, Meta, and Mistral.
- Linked citations in the Executive Summary—hover to see precisely where answers came from.
- Conversational follow-ups with full context for deeper exploration.
- Rich text editor to format and personalize replies before sharing.
- Folder-level uploads: Drop an entire estate plan (trusts, wills, directives, etc.) and Ester® reviews it all at once.
- One-click feedback helps our in-house AI team continuously improve.
Faster, cleaner planning
- Ownership Balance Sheet: Rearrange columns, visually separate in- and out-of-estate assets, and set custom historical valuation dates.
- EstateFlow: Auto-populates exemption and state-specific tax rates based on the client’s address.
- Client creation without email: Stand up models and reviews faster—perfect for prospects or uninvited household members.
Security, elevated
Trust is non-negotiable. Wealth.com is SOC 2 Type II and PCI-DSS certified; data is encrypted in transit (TLS 1.2+) and at rest (AES-256), and every document has a unique encryption key. The Vault now supports multi-file uploads and a new “Presentation Materials” category for easy storage and sharing of client-ready deliverables.
Coming later this year: Atomic Components
Think of this as granular control over every pixel. Fonts, colors, layouts, interactions—everything can be configured to reflect your brand. Our goal isn’t to extend your brand. It’s to let our outputs become your brand. Rollout begins later this year.
Legal experience & Mobile Notary (live today)
Alaina Lacter, Senior Product Counsel, highlighted how our in-house legal team—with experience from Willkie Farr & Gallagher, McDermott Will & Emery, Commonwealth, Fox Rothschild, and more—keeps you aligned with evolving law and regulation.
Introducing Mobile Notary (now available)
- Request directly from Wealth.com—we coordinate with your client to schedule the notary (and witnesses, if needed).
- Clients can initiate it, too, right from their portal—advisors stay in-the-loop without the back-and-forth.
- Simple, transparent pricing:
- $175 for a single document
- $295 for a full estate plan
No more delays due to logistics. Higher completion rates, faster turnarounds, and a better client experience.
Note: Some accounts may not have access to mobile notary yet.
Real-time legislative updates, built in
From Washington State’s estate tax changes to DC’s One Big Beautiful Bill Act, our legal + product teams push updates directly into EstateFlow, Report Builder, and all tax/exemption logic—so you never operate on stale numbers.
Want to go deeper on the One Big Beautiful Bill? Visit Wealth.com/OBBB for:
- A CFP CE-eligible session led by in-house counsel Dave Haughton
- Client-ready PDFs that clearly explain what changed and why it matters
- More resources to help you turn hundreds of pages of legislation into minutes of clarity
Integrations, marketing enablement & education
David Thompson, VP of Product Strategy, walked through how we’re expanding the Wealth.com ecosystem so estate planning snaps directly into your tech stack and client journey.
Deeper, faster integrations
- eMoney: Import client profiles and asset data in seconds—no manual entry.
- Black Diamond: Bring in client assets and flow them throughout the platform.
- More coming soon: Advyzon, Orion, and MoneyGuide Pro.
Check our integrations page for the latest lineup.
Announcing the Advisor Marketing Kit (available today)
Everything you need to launch, promote, and scale your estate planning offering:
- A three-part email campaign
- Customizable press release
- Client presentation deck (in-person or virtual)
- Office flyers & posters
- Six social media graphics (multiple colorways)
- Animated explainer video with your logo
Folder design template for printed materials
Wealth Academy
- Wealth Academy: Our new learning hub, with self-paced courses that mirror the in-app experience—plus advisor-led sessions, CE content, and more on the way.
A follow-up email to all attendees will include the full recording and a direct link to the Advisor Marketing Kit.
See you in Scottsdale: The Estate Planning Conference (Jan 26–28, 2026)
Tim White and Danny Lohrfink closed with one more big invite:
We’ve bought out the Montelucia Resort in Scottsdale for The Estate Planning Conference—a first-of-its-kind, industry-defining event for modern advisors and firm leaders.
Keynotes & featured speakers include:
- Admiral William McRaven
- Michael Kitces
- Larry Fitzgerald
If you’re building for the future of wealth management, this is where you need to be. Reserve your spot at Wealth.com/EstateCon.
Watch the recording. Talk to us.
- Watch the 45-minute replay of the Summer Product Launch
- Book a demo or reach out with feedback—everything we shipped was shaped by advisors like you
We’re just getting started. Thanks for building the future of estate planning with us.
