Resource Center

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™ and a more seamless way for clients to […]

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.

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.