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 – extracting, structuring and summarizing complex legal information. Today, it extends far beyond that foundation, synthesizing estate documents, tax returns, balance sheets and planning logic into a unified intelligence system. Rather than delivering analysis alone, Ester Intelligence provides clear, actionable answers. Advisors can ask complex questions across a client’s financial life and receive precise, fully contextualized insights in seconds – enabling them to move from information to action with confidence.
“Ester Intelligence reflects where wealth management is going,” said Danny Lohrfink, co-founder and chief product officer at Wealth.com. “It’s designed as a system of specialized agents, starting with estate planning and tax planning, and expanding over time, that work together to understand the full client picture. By combining deterministic calculations with real planning expertise, we are equipping advisors to move beyond fragmented analysis toward a more continuous, connected approach to planning.”
With this release, Wealth.com is expanding how Ester Intelligence is delivered. In addition to its native experience within the platform, firms can now integrate Ester directly into their broader technology ecosystem – bringing estate and tax intelligence into the workflows advisors already rely on. This approach allows advisors to access advanced insights without changing systems or retraining, positioning Ester as part of the infrastructure supporting modern wealth management.
The Estate Planning and Tax Planning Agents are purpose-built to handle complex, domain-specific workflows. Together, they leverage proprietary data, attorney- and CPA-annotated documents, and deterministic calculation engines to deliver outputs and recommended actions that are consistent, explainable and aligned with fiduciary standards. Additional agents will be introduced this year to expand capabilities across the planning lifecycle.
Source: Notion, “The AI Transformation Model”
This progression reflects a broader shift in how AI supports advisors – from insight to execution. Ester Intelligence has evolved through distinct stages: first as a thought partner, helping advisors interpret estate documents; then as an assistant, capable of running complex tax and estate analyses. With this release, it reaches Level 3 – operating as a teammate that can conduct research, perform analysis and generate client-ready deliverables within a single workflow.
Looking ahead, the platform is designed to reach Level 4, moving toward autonomous execution. For example, if a client submits tax documents overnight, Ester Intelligence can ingest the files, analyze the data, identify planning opportunities and generate a proposal for advisor review – before the advisor logs on the next morning.
Unlike general-purpose AI tools, Ester Intelligence is purpose-built for estate and tax planning, where precision, governance and auditability are critical. Its deterministic approach ensures outputs are grounded in real law and structured logic, enabling advisors to deliver recommendations with confidence while meeting enterprise standards.
Ester Intelligence is included as a core part of the Wealth.com platform. The Estate Planning Agent is available to all customers, and the Tax Planning Agent is included at no additional cost for firms using Wealth.com Tax Planning, ensuring that every advisor has access to advanced planning intelligence without additional cost or complexity.
As firms continue to invest in AI, Ester Intelligence represents a shift from standalone tools to embedded intelligence – supporting more informed decision-making across the client lifecycle.
To learn more, visit wealth.com/ester-intelligence.
