NEW YORK, NY — September 14, 2026 — Wealth.com, the leading estate and tax planning platform for wealth management firms, today announced it is a launch partner for Claude for Financial Advisors. Estate and tax planning demand a level of precision that few advisor workflows do. Questions about what a trust provides, who holds authority […]
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
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 […]
Wealth.com’s white paper for advisors looking to attract and serve more affluent clients, covering seven practical plays for building a repeatable estate and tax planning service.
A bank and an independent advisory firm may use estate and tax planning technology to help clients answer many of the same questions. How will their wealth transfer? How do their estate documents fit together? What planning opportunities deserve attention? But the environments in which that technology must operate can look very different. For an […]
A strong year-end plan starts before year-end feels urgent. October still gives advisors time to find the issues. November creates room to compare options and make decisions. By December, the work needs to move from recommendation to execution. Too often, all three phases are compressed into one year-end client meeting agenda. The advisor reviews performance, […]
Wealth.com now connects to Claude. Once you link your account, you can ask Claude questions about your own client book in plain language and get answers built from the client files, estate documents, and tax data already in Wealth.com.
Giving assets away without giving up access is the puzzle at the center of most ultra-high-net-worth planning. Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of private wealth at Wealth.com, to walk through the tools that solve it: spousal lifetime access trusts and the surprisingly consequential question of how a document defines “spouse,” dynasty trusts in South Dakota and other perpetuity-friendly states, GRATs, and installment sales to grantor trusts.
New parents leave the hospital with feeding schedules, pediatric appointments, insurance forms, and very little sleep. A will rarely makes the first-week list. Yet the birth or adoption of a child changes nearly every part of a family’s financial and estate plan. There is now someone who depends on the parents for care, income, housing, […]
This month’s updates bring Wealth.com into more of the places you work and make everyday planning tasks easier, from importing client information to sharing estate projections and helping clients get their documents in place. Bring estate and tax planning into Claude You can now ask Claude questions about a client’s estate plan or tax return, […]
Wealth.com is the estate and tax planning launch partner for Claude for Financial Advisors, which Anthropic announced today. We also released a Wealth.com connector for Claude, built on the Model Context Protocol (MCP), the open standard Anthropic created for connecting AI applications to outside systems and data. Firms already on the Wealth.com platform can enable […]
NEW YORK, NY — September 14, 2026 — Wealth.com, the leading estate and tax planning platform for wealth management firms, today announced it is a launch partner for Claude for Financial Advisors. Estate and tax planning demand a level of precision that few advisor workflows do. Questions about what a trust provides, who holds authority […]
NEW YORK, NY – September 8, 2026 – Wealth.com, the industry’s leading AI-powered estate and tax planning platform, today announced that &Partners has selected Wealth.com as its enterprise-wide estate planning platform. The deployment gives more than 100 &Partners advisors access to a consistent, technology-enabled way to review existing estate documents, visualize estate plans, identify gaps […]
Giving assets away without giving up access is the puzzle at the center of most ultra-high-net-worth planning. Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of private wealth at Wealth.com, to walk through the tools that solve it: spousal lifetime access trusts and the surprisingly consequential question of how a document defines “spouse,” dynasty trusts in South Dakota and other perpetuity-friendly states, GRATs, and installment sales to grantor trusts.
Finding the right estate plan just got easier, smarter, and more personalized. We revamped our matching quiz to bring you recommendations built directly on 2026 legal trends and attorney consensus. What’s New & How It Helps You Attorney-Backed Guidance: We surveyed our national attorney network to align our quiz with current local legal best practices. […]
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