Tag: Advisor Enablement

How Gateway Financial Partners Turned a Single Meeting Into a Multi-Generation Estate Plan

 

Andrew Aubrey, Financial Advisor at Gateway Financial Partners, kept hearing the same answer when he asked clients about wills and trusts: no, because an attorney costs thousands of dollars and takes forever. With Wealth.com, that objection disappears. A husband and wife with zero estate documents sat down with Andrew at 6pm and had everything done by 6:30. When they came back to sign, they brought their son, who left with his own power of attorney, health care proxy, and will in under five minutes. One conversation turned into a plan for multiple generations. For Andrew, it’s become an easy way to open the estate planning conversation with every client — “Do you have a will?” — and an easy revenue stream for advisors who haven’t started asking yet.

How Gateway Financial Partners Turned Estate Planning Into a Built-In Differentiator

 

Derek Mazzarella, CFP at Gateway Financial Partners, kept hitting the same wall: clients referred out for a will would put it off indefinitely. With Wealth.com, that referral becomes a scheduled meeting he manages start to finish, so nothing falls through the cracks. Keeping the process in-house also means Derek stays in every conversation — what clients are really worried about, how they want assets passed on, who matters most to them — visibility he’d lose by handing clients off to an outside attorney. In an industry facing constant fee compression, that’s become a real differentiator, backed by a chatbot that gets him quick answers instead of hold time on an 800 number. The result: clients who’d put off an estate plan for years are finally getting it done.

How Gateway Financial Partners Turned Estate Planning Into a Fiduciary Standard

 

Mike Rickett, Financial Advisor and Financial Planner at Gateway Financial Partners, kept running into the same gap: most clients either had no estate planning documents or documents that were years out of date. With Wealth.com, that gap closes inside the financial planning process itself — a single guided onboarding workflow that captures each client’s objectives and concerns and turns them into customized documents, without pulling in another party or another meeting. Mike has since made it mandatory for every new client relationship: no estate plan means he isn’t doing his job as a fiduciary. He speaks from experience — having once needed a medical directive or power of attorney that wasn’t in place — and now tells every client the same thing: being able to act with confidence in a crisis isn’t something you can put a price on.

Wealth.com Announces EstateCon 2027, the Premier Event for the Future of Estate and Tax Planning

PHOENIX – June 24, 2026 – Wealth.com, the industry’s leading AI powered estate and tax planning platform, today announced that registration is now open for EstateCon 2027, its annual conference dedicated to advancing the future of estate planning, tax planning and wealth management.

Taking place February 1-3, 2027, at the award-winning Omni Scottsdale Resort & Spa at Montelucia in Scottsdale, Arizona, the second annual EstateCon will bring together advisors, tax professionals, technology leaders and industry innovators for three days of education, collaboration and thought leadership focused on the next generation of planning.

Building on the success of its inaugural event in 2026, which sold out in-person and attracted more than 1,500 virtual attendees from all 50 states, EstateCon has quickly established itself among the industry’s premier gatherings dedicated to advanced planning. The 2026 conference attracted senior leaders from across the financial services ecosystem, including executives from each of the nation’s five largest banks, its three largest broker-dealers and many of the industry’s leading custodians and technology providers. Following the event’s success, Kitces.com named EstateCon to its list of the best financial advisor conferences to attend in 2026.

“Estate and tax planning are no longer niche services – they have become essential components of the modern advisory relationship,” said Tim White, co-founder and chief growth officer of Wealth.com. “Our first conference brought together the leadership of the largest institutions in finance. Planning that once sat at the edge of the advisory relationship now sits at its center, and it’s becoming a primary way modern firms win and keep clients.

As wealth management firms prepare for the largest intergenerational wealth transfer in history, navigate rapid advancements in AI and respond to increasingly complex client needs, EstateCon provides a dedicated forum for exploring the strategies, technologies and ideas shaping the future of advice. Attendees will gain practical insights from leading experts across wealth management, estate planning, tax planning and technology while connecting with peers and industry leaders who are redefining how planning is delivered. The conference will feature:

  • More than 15 hours of CFP® continuing education credits
  • Educational sessions focused on estate planning, tax planning, AI and advanced planning strategies
  • com’s annual Product Keynote showcasing the latest innovations shaping the future of planning
  • Networking opportunities with leading wealth management firms, technology providers and industry partners
  • In-person and virtual attendance options

EstateCon is designed to help advisors translate complex planning concepts into meaningful client outcomes. Sessions will explore how forward-thinking firms are leveraging estate and tax planning to deepen client relationships, improve retention, strengthen multigenerational engagement and deliver more comprehensive advice. The event is expected to attract attendees from across the wealth management ecosystem, including registered investment advisors, broker-dealers, banks, trust companies, family offices and financial technology firms.

Registration for EstateCon 2027 is now open. To learn more and register, visit Wealth.com/EstateCon.

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