Articles

PHOENIX – Wealth.com, the leading digital estate planning platform for financial advisors, today announced a strategic integration with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. This integration will empower financial advisors on the Wealth.com platform to deliver more efficient, accurate and holistic estate and financial planning […]

Wealth.com, the industry’s leading end-to-end estate planning platform, today announced a strategic partnership with Cetera Financial Group* (‘Cetera’), a premier financial advisor Wealth Hub. Through this partnership, more than 12,000 financial professionals in the Cetera network will gain access to Wealth.com’s advanced estate planning technology and resources, enabling them to better meet the growing client […]

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.