Resource Center

A trust can be hundreds of pages long. It can involve multiple trustees, generations of beneficiaries, carefully drafted distribution standards, and sophisticated tax planning. And yet, the person whose wealth it governs may still struggle to answer a basic question: What actually happens under this trust if my life changes? That question is getting a […]

Celebrities have managers, agents, and advisors around them, yet many still leave estate plans that fail their families. Thomas Kopelman is joined by Lisa Hendrix Weigel, Sr. Counsel, Strategic Growth at Wealth.com, to walk through the most instructive cases.

A client shares a trust, a will or a tax return. Inside those documents are details that could shape some of the most important financial decisions their family will make. For advisors, understanding those details and knowing which questions to ask can take significant time. Ester helps advisors move that work forward. Today at Schwab […]

Join Chris Nason, Head of Private Wealth at Wealth.com, for a practical look at how advisors can analyze estate plans for complex families and know when to bring in the right experts.

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.

For your clients, personalized tax planning is an expectation. And as a financial advisor, you know that tax strategies should reflect each client’s income sources, residency, business ownership, and long-term goals. But delivering truly customized guidance across hundreds of households creates operational inefficiency as clients ask for more precision and accountability. This gap creates a […]

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.

For the past several years, much of the conversation around artificial intelligence in wealth management has focused on efficiency. Can AI summarize a meeting? Draft an email? Search a knowledge base? Prepare for a client review faster? Those applications matter. But they may also be obscuring the much larger shift taking place. In its 2026 […]

At EstateCon 2026, four of the most influential leaders in wealth management took the stage with a unified conviction. Joanne Bradford, Strategic Advisor to Wealth.com; Kathie Chao, Managing Director at Charles Schwab; Kate Shackleton, Executive Managing Partner at Mercer Advisors; and Shannon Spotswood, CEO of RFG Advisory, made it clear: the Great Wealth Transfer will […]

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.

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 […]