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 […]
Answers to your questions about the security and usability of online estate planning tools.
Learn all about what power of attorney is in this article that breaks down the working definition of power of attorney and explains the different types.
Learn about the differences between wills and trusts and which ones might be right for you in our comprehensive guide to wills vs. trusts.
Get a better understanding of the appropriate timing for starting your estate plan with this informative guide from Wealth.
Moving past estate planning misconceptions can be difficult. Recent research points to how we can overcome these hurdles and help more families thrive.
Get tips for choosing a person to care for your minor children and learn how guardianship functions as a part of estate planning in this quick article.
Get tips on dealing with your digital afterlife in your estate plan in this informative article about post-death social account reconciliation.
Learn more about the most common estate planning mistakes and get tips for avoiding them.
A how-to guide for talking to the people you love about what happens when you die.
Learn about what happens when you die without a will and how it can be a recipe for leaving the people you care about in a lurch.
Sign up for a wealth of practical resources, industry insights, and product updates, delivered monthly.
