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 […]
Testamentary capacity and contractual capacity are critical, yet often subtle, threats to the validity of a client’s estate plan and whether their final wishes will be respected. If you work with a client who is older and where capacity to make a will or a trust may be questioned by any of their potential beneficiaries, […]
See how the Wealth.com + Jump AI integration captures key insights from client meetings and automatically connects them to estate planning tasks, documents, and next steps.
For clients, a key component of sound financial and tax planning has always been maximizing the tax-deferred growth within an inherited Individual Retirement Account (IRA). Historically, trusts were the primary tool used to control and “stretch” those IRA distributions over a beneficiary’s lifetime. The passage of the original SECURE Act of 2019 and the subsequent […]
The 2026 landscape for financial advisors offers both complexity as well as opportunity as clients brace for sizable changes from years past. These changes create planning windows that require immediate attention, but they can also introduce tax traps for high-net-worth clients that advisors must navigate carefully. From the sunsetting of many pieces of the Tax […]
At-home genetic testing has transformed how families uncover their histories, but it has also introduced new complexity into estate planning. According to The Wall Street Journal article, “They Found Relatives on 23andMe and Asked for a Cut of the Inheritance,” unexpected discoveries are now leading to inheritance claims from previously unknown relatives, intensifying disputes that […]
For most of your clients, Valentine’s Day is about dinner reservations, flowers, and perhaps a weekend getaway. But as their trusted advisor, you have the unique opportunity to offer them a gift that lasts far longer than a bouquet: Peace of mind. This Valentine’s Day, we encourage you to share the concept of the “Legacy […]
In front of a sold-out in-person audience, with more than 2,000 joining virtually, Wealth.com opened its annual product keynote with insights from Chief Product Officer Danny Lohrfink, SVP of Product Nicole McMullin, and CEO Rafael Loureiro. As he noted in his opening remarks, we are in the middle of the largest wealth transfer in history, […]
Following our major product announcement, we’re pulling back the curtain for a “behind-the-scenes” technical demo. Join members of the Wealth.com Tax Planning team as they demonstrate how we’ve unified tax intelligence with estate execution.
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
PHOENIX, AZ – JANUARY 27, 2026— Wealth.com, the modern planning platform for wealth management firms, today announced the launch of Wealth.com Tax Planning, a next-generation solution that unifies tax planning, estate strategy and execution workflows within a single platform for advisors. The announcement was made during the keynote address at Wealth.com’s inaugural EstateCon, delivered to […]
In this testimonial, Sanger Smith, founder of Decidedly Wealth Management, shares how Wealth.com transformed the way he delivers estate planning for clients. Sanger begins with a deeply personal story about his grandfather passing away without a will, an experience that shaped his commitment to helping families avoid unnecessary stress and uncertainty. He recounts working with […]
PHOENIX, AZ – January 22, 2025— Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic relationship with LPL Financial (‘LPL’), one of the nation’s leading wealth management firms and a leading provider of investment and business solutions to financial advisors. As part of this relationship, Wealth.com has been made available […]
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