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According to a new report from MIT, 95% of enterprise GenAI pilots fail to scale. Wealth.com’s Ester® has defied the odds and is proving what success can look like for purpose-built AI in financial services. With 30,000+ documents processed in the last year, an 800% YoY growth spike in jobs completed, Ester shows that when […]

Explore the three phases of advisor involvement: nudging clients to initiate their estate plans, assisting with implementation, and ensuring plans remain up-to-date.

 PHOENIX – September 30th, 2025 — Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic partnership with Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, supporting 11,000 affiliated financial professionals. This selection underscores Wealth.com’s role as the category leader in modern estate planning technology […]

Essential insights into the role of trust location in estate planning. Explore how selecting the right state can enhance tax efficiency and asset protection for your clients.

This article is based on general legal principles concerning this topic, and is not based on any specific jurisdiction’s laws and regulations or any financial advisor’s specific facts. Each financial advisor is encouraged to understand their compliance needs and seek their own legal advice on the unauthorized practice of law. Wealth.com is not a law […]

Calling all EverSource Wealth Advisors! Learn about the recently approved estate planning platform, and how you can use it to engage clients, prospects, and the next-gen.

Kicking off back-to-school season, our product team has been hard at work developing new features designed to streamline your workflow and enhance your client’s experience. This month, we’re thrilled to introduce a host of powerful new updates, from expanded capabilities for Ester® to new scenarios in EstateFlow™. Introducing Ester Insights: Guidance Beyond Summaries Ester Executive […]

In moments of uncertainty, estate planning can provide stability, deepen trust, and deliver lasting value when markets are unpredictable.

Dive into the industry’s leading estate planning software for financial advisors and firms. Learn how to turn estate planning into a relationship builder, revenue generator, and retention tool, all from one seamless platform. 

Join Wealth.com for an exclusive online event as we unveil our new strategic relationship with LPL, offering LPL 1099 advisors direct access to Wealth.com’s industry-leading estate planning platform. As part of LPL’s affinity program, Wealth.com has been selected as their premier estate planning strategic partner.

Whether you serve high-net-worth families, retirees, or next-gen clients, we’re here to equip you with the insight and confidence to navigate this new environment with your clients.

Founder of the Good Money Framework, Derek Kinney, shares stories from his career as a top financial advisor, illustrating the emotional connections and meaningful conversations around estate planning as legacy building.