Financial advisors know that the most effective client relationships are built on trust, foresight, and the ability to guide families through the full arc of their financial lives. But while investment management and retirement planning are often top of mind, estate planning is too often left siloed, delayed, or outsourced. The reality is simple: holistic […]
PHOENIX – April 16, 2026 — Wealth.com, the AI-powered platform modernizing how wealth management firms deliver estate and tax planning, today announced it has raised $65 million in an oversubscribed Series B round. New investors included Titanium Ventures, Pruven Capital, The K Fund and Dynasty Financial Partners, with participation from existing investors including Charles Schwab […]
Transcript: The biggest estate planning challenges my clients face are getting the right advice at the right time. My name is Mike Kato. I’m the head of financial planning at GC Wealth. My role is to design and develop our financial planning offering. Relying upon traditional estate planning tools was not going to cut it. We […]
PHOENIX – APRIL 14, 2026 – Wealth.com, the industry’s leading estate and tax planning platform, today announced that its proprietary AI platform, Ester Intelligence, is entering a new era, expanding from document and planning intelligence into a fully integrated intelligence layer for modern wealth management. Ester Intelligence initially transformed how advisors interact with estate documents […]
Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.
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 […]
Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.
Scenario Builder from Wealth.com lets you model, compare, and optimize strategies in real time. Quickly see how different approaches affect wealth transfer outcomes and provide smarter, data-driven recommendations.
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 […]
Join Dave Haughton, J.D., and Eva Deniz, Regional Sales Manager at Wealth.com, for a practical discussion on simplifying trust funding and guiding clients through every step.
Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.
Discover the latest Ester™ AI enhancements, task management improvements, and state-specific document updates designed to streamline estate planning for advisors.
Stay ahead in 2025 with key tax and wealth transfer updates! Hosts Thomas Kopelman & David Haughton break down estate tax, gifting limits, IRA rules & more.
Sign up for a wealth of practical resources, industry insights, and product updates, delivered monthly.
