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Wealth.com, the industry’s leading end-to-end estate planning platform, today announced a strategic partnership with Cetera Financial Group* (‘Cetera’), a premier financial advisor Wealth Hub. Through this partnership, more than 12,000 financial professionals in the Cetera network will gain access to Wealth.com’s advanced estate planning technology and resources, enabling them to better meet the growing client […]

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

March Madness is here, and our product team has been on a tear, rolling out updates to make estate planning smoother and more intuitive. Advisors now have more ways to customize client-facing reports, organize documents, and streamline client data entry. See all the latest updates below. Scenario Builder: Model, Compare & Optimize Estate Strategies Advisors […]

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

Announcing Scenario Builder: Instantly Model, Compare, and Optimize Complex Estate Strategies We’re excited to introduce Scenario Builder, the first estate plan modeling tool that instantly gives financial advisors and attorneys a clear view of the potential outcomes of different estate planning strategies. This powerful tool enables you to compare techniques side by side, equipping you […]

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

Discover the latest Ester™ AI enhancements, task management improvements, and state-specific document updates designed to streamline estate planning for advisors.