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–(BUSINESS WIRE)–Wealth.com, the leading digital estate planning platform for financial advisors, today announced plans for its first annual industry-wide event: The Estate Planning Conference, taking place Jan. 26-28, 2026, at the Montelucia Resort in Scottsdale, Arizona, which has been reserved in its entirety for attendees. Designed to unite financial advisors, estate planners and wealth management leaders, […]
On May 9, 2025, House Republicans on the Ways and Means Committee unveiled the first piece of a broad new tax cut proposal that could have long-term implications for financial advisors and their clients. They released the entire bill to the public on May 12, 2025. The proposed legislation builds on the 2017 Tax Cuts […]
Helping kids financially isn’t one-size-fits-all. Unpack the nuanced differences between gifting, loaning, and renting when supporting family, especially when it comes to housing.
Financial advisors who aren’t helping clients with estate planning may be missing key opportunities to align wealth with values, reduce taxes, and protect loved ones. Too often, advisors overlook tax and planning strategies that can deepen relationships and distinguish their approach. While advisors are importantly focused on investment management and related tax strategies, estate planning […]
Join top financial advisors in a webinar to discover how Wealth.com enhances estate planning, streamlines workflows, and improves client relationships for greater success.
Discover practical strategies for integrating life insurance into estate plans, ensuring wealth protection, and liquidity for all clients.
Bust common estate planning myths and explore how technology is reshaping the planning experience.
Gifting plays a crucial role in wealth transfer planning, allowing individuals to support loved ones, fund education, and optimize their estate plans. As a financial advisor, understanding and discussing gifting strategies with your clients is essential, particularly with the potential tax law changes set to take effect at the end of 2025. The Tax Cuts […]
Creating a trust is a critical part of estate planning, but a trust is only effective if it’s properly funded. Without the right funding, even the most meticulously drafted trust can fail to achieve its intended purpose, leaving clients vulnerable to probate and other issues they specifically sought to avoid. In this guide, we’ll explain […]
Spring is all about fresh starts and this month’s release delivers exactly that. From AI that can field your nuanced estate‑planning questions to a one‑click eMoney integration that auto‑loads client data, we’ve focused on turning hours of manual work into minutes. You’ll also find new ways to customize the Ownership Balance Sheet, tighter guard‑rails that […]
WESTLAKE, Texas, April 16, 2025 — The Charles Schwab Corporation today announced it has made a minority investment in Wealth.com, the #1 rated estate planning platform in wealth management that is modernizing how financial advisors help clients of all wealth levels with their estate planning needs. Schwab’s investment will help Wealth.com continue to scale its […]
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