Resource Center

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

Millennial clients may not always see estate planning as urgent, but many already have the relationships, responsibilities, and assets that make planning essential. Advisors who introduce these conversations early, in a calm and values-based way, can help clients avoid unnecessary complexity later and build deeper trust in the process.

Estate planning discussions are not always shielded by attorney-client privilege. Understand when confidentiality is lost, how work product applies, and what advisors can do to protect clients and their firms.

Holiday gifting is one of the few “high touch” moments on the calendar that every client expects, yet few advisors use strategically. The right gift can quietly reinforce your value, signal that you understand what matters to a family, and open conversations about goals, legacy, and well-being. Check out this curated list of thoughtful, modern ideas across a range of price points. Each is designed to feel personal, elevated, and aligned with a fiduciary, planning-forward mindset.

This episode delves into the world of trustees, exploring the differences between corporate and individual trustees and their impact on financial planning.

Discover conversation starters to help families navigate estate planning during the holidays. This guide breaks down why most wealth transfers fail, how to approach meaningful legacy discussions, and practical steps to protect family harmony during “The Great Wealth Transfer.”

Join us for an exclusive online event introducing Wealth.com’s new strategic relationship with Summit Financial. Learn about Wealth.com, the industry’s leading estate planning platform, purpose-built to fit naturally into how advisors work.

In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton discuss common mistakes people make, such as not having an estate plan, failing to update it after life changes, and the pitfalls of do-it-yourself planning.

A proactive POA review demonstrates thoughtful client service, prevents family emergencies, and naturally opens the door to broader estate planning conversations. Don’t wait until incapacity makes the update impossible. By leveraging Wealth.com’s continuously updated document engine, you can deliver peace of mind and operational clarity to your clients today.

Learn all about trusts and how they function as part of a comprehensive estate plan in this guide to trusts for estate planning.

Learn all about trusts and how they function as part of a comprehensive estate plan in this guide to trusts for estate planning.

Most clients hold valuable digital assets, crypto, loyalty points, domain names, and online accounts, that go unaddressed in their estate plans. Learn how advisors can protect these assets and meet fiduciary obligations through Wealth.com’s integrated digital estate planning platform.