Resource Center

In front of a sold-out in-person audience, with more than 2,000 joining virtually, Wealth.com opened its annual product keynote with insights from Chief Product Officer Danny Lohrfink, SVP of Product Nicole McMullin, and CEO Rafael Loureiro. As he noted in his opening remarks, we are in the middle of the largest wealth transfer in history, […]

Following our major product announcement, we’re pulling back the curtain for a “behind-the-scenes” technical demo. Join members of the Wealth.com Tax Planning team as they demonstrate how we’ve unified tax intelligence with estate execution.

Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.

PHOENIX, AZ – JANUARY 27, 2026— Wealth.com, the modern planning platform for wealth management firms, today announced the launch of Wealth.com Tax Planning, a next-generation solution that unifies tax planning, estate strategy and execution workflows within a single platform for advisors. The announcement was made during the keynote address at Wealth.com’s inaugural EstateCon, delivered to […]

In this testimonial, Sanger Smith, founder of Decidedly Wealth Management, shares how Wealth.com transformed the way he delivers estate planning for clients. Sanger begins with a deeply personal story about his grandfather passing away without a will, an experience that shaped his commitment to helping families avoid unnecessary stress and uncertainty. He recounts working with […]

PHOENIX, AZ – January 22, 2025— Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic relationship with LPL Financial (‘LPL’), one of the nation’s leading wealth management firms and a leading provider of investment and business solutions to financial advisors. As part of this relationship, Wealth.com has been made available […]

See how the Wealth.com + Zocks integration connects meeting insights directly to estate planning workflows, so nothing gets lost and every conversation moves planning forward.

For most of the United States, transferring wealth involves navigating a relatively consistent landscape of common law and the Uniform Trust Code. But journey to the bayou, and you find yourself in a state of legal anomalies: Louisiana. As the only U.S. state operating under a Civil Law system, rooted in French and Spanish traditions, […]

When most people think about creating a trust, they focus on the who, what, and when: Who the beneficiaries are, what assets go in, and when they receive distributions. While crucial, these questions overlook the foundation that makes the trust work: the “where.” Just like incorporating a business, you don’t have to set up your […]

A firm’s website is often the first impression for prospective clients, and for many, it sets the tone for the entire advisory relationship. The strongest advisor websites do more than explain services; they communicate credibility, reflect a clear point of view, and make it easy for the right clients to engage. As firms compete for […]

When RFG Advisory introduced Wealth.com to its network of independent advisors, Andrew saw a way to bring estate planning in-house, streamline the process, and guide clients personally through one of the most overlooked aspects of their financial lives.

In this episode of the Practical Planner Podcast, Thomas Kopelman and Anne Rhodes return to their roots with a focused discussion on trust management.