Articles

March Madness is here, and our product team has been on a tear, rolling out updates to make estate planning smoother and more intuitive. Advisors now have more ways to customize client-facing reports, organize documents, and streamline client data entry. See all the latest updates below. Scenario Builder: Model, Compare & Optimize Estate Strategies Advisors […]

Announcing Scenario Builder: Instantly Model, Compare, and Optimize Complex Estate Strategies We’re excited to introduce Scenario Builder, the first estate plan modeling tool that instantly gives financial advisors and attorneys a clear view of the potential outcomes of different estate planning strategies. This powerful tool enables you to compare techniques side by side, equipping you […]

Discover the latest Ester™ AI enhancements, task management improvements, and state-specific document updates designed to streamline estate planning for advisors.

A look back at how wealth.com transformed estate planning in 2024—and get a glimpse of what’s next in 2025.

Learn how to include real estate in an estate plan to avoid probate, minimize taxes and ensure a seamless transfer to beneficiaries

Discover new product updates for advisors, featuring AI enhancements and collaboration tools to streamline estate planning and drive client satisfaction in 2025.

Wealth.com is excited to announce major enhancements coming to Ester®, our proprietary AI legal assistant tool. These updates include a brand new Executive Summary, which is optimized to recognize the decisions made in even the most complex estate planning documents and displayed in a concise, easy-to-read summary. Executive Summaries for estate documents Ester®, Wealth.com’s industry […]

Whether you’re running a startup, managing a family business or hold equity in a private company, trusts can protect and transfer business interests that could be vital for their long-term success.

We’re thrilled to share an update from the month of October of new features and functionality to provide our advisors with the most comprehensive estate planning solution.

We reviewed the IRS numbers and pulled out only those relevant for wealth planning to provide advisors, and their clients, a simple reference chart.

This article dives into key aspects of the TCJA sunset, explores who’s likely to be impacted and outlines estate planning strategies advisors can explore with clients.