Resource Center

Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of private wealth at Wealth.com and a longtime international estate planning attorney, to unpack the cross-border problems hiding inside ordinary American plans.

Your client just wrote a tuition check, co-signed a housing form, and paid the first health insurance premium of the year. In the eyes of the law, none of that gives them the right to make a single phone call to their child’s doctor. The day a child turns 18, the default access a parent […]

Less than a decade ago, tax planning software for financial advisors barely existed as a category. Today it is one of the fastest-growing segments of the advisor tech stack, for good reason. Tax planning touches nearly every dimension of a client’s financial life, and advisors who can deliver it at scale have a measurable competitive […]

What Is Probate? Probate is the court-supervised legal process through which a person’s estate is administered and distributed after they have passed away. There are a few functions of a probate proceeding: It validates the deceased person’s Will, if they have one It appoints a person responsible for administering the estate (called a personal representative, […]

Thomas Kopelman, Anne Rhodes, and Lisa Weigel dig into one of the most common real estate questions advisors hear: should a client hold a rental, second home, or even a primary residence inside an LLC?

The Great Wealth Transfer is usually framed as a story about scale. Cerulli Associates projects that $124 trillion will transfer through 2048, including approximately $105 trillion passing to heirs and $18 trillion going to charitable organizations. Nearly $100 trillion is expected to originate with Baby Boomers and older generations. But the amount of money changing […]

Wealth.com VP of Product Strategy, David Thompson, will share practical, proven strategies for using digital estate planning to elevate client engagement and streamline your review process.

Jared sees Wealth.com as a key differentiator in an industry that’s evolving toward deeper client engagement and holistic service.

“Wealth.com didn’t just add a service to our offering. It changed the kind of conversations we have with clients, and that’s what’s driving referrals and new AUM.”

Wealth.com’s white paper for advisors to share directly with clients, covering the four documents that form the foundation of every estate plan.

Wealth.com’s guide for high-net-worth families closing the gaps in their estate plan, before the authority they assumed was already in place turns out to belong to no one at all.

Wealth.com’s guide for firm leaders building a brand worth trusting, before the client who would have chosen them on reputation alone chooses someone else’s name first.