NEW YORK, NY — September 14, 2026 — Wealth.com, the leading estate and tax planning platform for wealth management firms, today announced it is a launch partner for Claude for Financial Advisors. Estate and tax planning demand a level of precision that few advisor workflows do. Questions about what a trust provides, who holds authority […]
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
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 […]
PHOENIX — SEPTEMBER 2nd, 2025 – Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced key updates to its Advisory Board. New appointments include Barnaby Grist, former Cetera Financial Group president and veteran wealth management executive; Kate Ristau Shackleton, former LPL Financial executive vice president, head of trust and insurance; John Vaccaro, […]
The Challenge: Bringing Estate Planning to an Underserved Market For nearly two decades, the PATH team has been committed to helping blue-collar and public-sector workers protect their hard-earned savings. The team at PATH Financial Partners, including financial advisors Jason Oestreicher, CFP®, Nick Brown, Travis Rich, and operations manager Daniel Erazo, serve teachers, higher education employees, […]
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 […]
August was an exciting month with the introduction of mobile notary services and Snapshot Reports, read on to see what features you and your teams should be trying next! Introducing Mobile Notaries! On-Demand Notarization, From Request to Signature Wealth.com now offers mobile notaries with our preferred provider, Sign Here Ink, giving your clients a white-glove […]
Estate planning often involves a balancing act: providing support to beneficiaries without enabling dependency, establishing firm rules while preserving flexibility, and expressing intent without sacrificing efficiency. One tool that strikes this balance particularly well is the side letter. Though informal and typically not legally binding, a side letter accompanies a trust and provides the trustee […]
Tackle the top questions financial advisors frequently receive from clients about estate planning.
The Challenge: Overcoming Disjointed Estate Planning and Client Confusion Brad Gotto, CEO of Fiat Wealth Management, works with a unique group of hardworking, first-generation wealth clients who have accumulated between $1 million and $10 million in assets. Many of these clients did not fully understand their existing estate plans, often relying on outdated legal documents. […]
The Highlights: Massive momentum: Cetera (12,000+ advisors), Schwab strategic investment, and Commonwealth exclusivity (2,300+ advisors). Live today: Smarter documents & reports (PDF-embedded signer checklists, standardized page numbering, custom report pages). Ester® AI upgrades: open-ended Q&A, side‑by‑side answers from Gemini, Claude, Meta & Mistral, linked citations, follow‑ups with context, rich text editor, folder-level uploads, and more. […]
July has been a newsworthy month, with the recent passing of The One Big Beautiful Bill Act (OBBBA), which we covered in a recent webinar. In addition to covering news updates that impact your clients, we also have some exciting product updates that you (and your clients) might appreciate too, including our upgraded Wealth Academy, […]
The Challenge: Managing Complex Estate Structures and Tax Strategies for Business Owners and Executives Prime Capital Financial has been helping business owners, key executives, and high-net-worth individuals navigate complex financial and estate planning challenges for over 30 years. The firm is known for offering tailored solutions for succession planning, retirement, and legacy preservation. Will O’Rourke, […]
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