Tag: Practice Growth

Estate and Tax Planning Inside Claude: What Advisors Can Do Starting Today

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 it in their existing Claude workspace, under their own firm AI policies, at no additional cost from Wealth.com.

This post covers what that means in practice: where answers to estate and tax questions come from, four real-world advisor workflows transformed by this approach, and how to learn more.

Where the answers live

Estate and tax questions have defined answers, and those answers sit in specific places.

What a trust says about the disposition at the first spouse’s death is set by an executed document. Who holds authority under a health care directive is set by that directive. Whether an account is titled in a trust is a fact in a firm’s records. What a $200,000 Roth conversion produces for a specific household in a specific tax year is arithmetic under that year’s federal and state rules.

Three sources hold all of that: the executed documents, the firm’s records, and a tax calculation engine loaded with current federal and state data. None of them are public, and none of them are reachable by an AI assistant on its own. That is precisely the problem MCP was built to solve, and it is why we built on it.

Wealth.com holds all three, and this integration connects them.

What each side brings

Claude reads and reasons across a client’s documents, records, and tax figures. An advisor can ask a question in the language they would use with a colleague, across several hundred pages of documents, and follow the answer wherever it leads. They can hold a line of inquiry across a dozen turns, move from an estate question to a tax question without switching tools, and follow their own thinking rather than a navigation tree someone else designed. Conversation becomes the natural surface for working through what matters.

Wealth.com brings the records and tax engine those answers come from.

  • Document intelligence with page-level citations.
    Locating the provision that governs distributions at a specific age inside a 60-page restatement is work we have built specifically for estate documents. Every answer comes back with the page it came from, so an advisor can work from the provision itself rather than from a description of it.
  • A deterministic tax calculation engine.
    Given the same inputs and the same tax year, it returns the same figures every time, using published federal and state tax data.
  • The firm’s records, with their context intact.
    Titling, beneficiary designations, and the relationships between accounts, trusts, and individuals are preserved, including where those relationships have not yet been established.

Neither piece does the job alone. Claude works through a question the way an advisor would, and Wealth.com ties each answer to its source.

Four walkthroughs

1. Preparing for a prospect meeting from a stack of documents

An advisor has a first meeting with a prospective client in an hour. The prospect sent over a revocable trust executed in 2016, a first amendment from 2021, a will, a durable power of attorney, and a health care directive. That is a few hundred pages, most of it boilerplate, none of it read.

The advisor brings the documents into Claude and asks, in plain language:

  • What happens at the first spouse’s death?
  • Does the survivor have full control of the assets, or does the trust split into subtrusts?
  • When do the children gain control of their inheritance?
  • Who is the successor trustee, and in what order?
  • Who can make health care decisions if the client cannot?

Each answer comes back with a citation to the page it came from, including whether the governing language sits in the original trust or in the 2021 amendment, which is exactly the kind of thing a fast read misses. Ask for the disposition structure and it returns as a flowchart.

The advisor walks into the meeting with three informed questions instead of a request to send more paperwork.

2. Finding the provisions worth raising before the client raises them

Same documents, but a different question. Instead of asking what the plan does, the advisor asks what is worth a conversation.

This surfaces the things that tend to sit unexamined in an estate plan for years:

  • A co-trustee requirement nobody flagged, which means the person the client believes can act alone cannot.
  • A beneficiary holding authority over future trustee appointments, which changes who controls the trust over time.
  • A signature page that may never have been executed on an amendment the family believes is in force.
  • Distribution ages that do not match what the client described in conversation.

None of these are unusual. All of them are the difference between a review meeting where the advisor is reporting and a review meeting where the advisor is advising. Each one comes back with a citation, so the advisor can read the provision before deciding whether to raise it.

3. Understanding an existing client household

For clients already on the platform, an advisor can work through the broader financial picture the same way: what the household owns, how each asset is titled, where wealth is concentrated, and how beneficiary designations are recorded.

The part that matters more than people expect is what Wealth.com preserves about the gaps. If a relationship between an account, a trust, and an individual has not been established in the firm’s records, the answer says so rather than filling the hole with an assumption.

An advisor asking, “Is this account titled in the trust?” needs to be able to distinguish between “no” and “we do not have that recorded.” Those two answers lead to completely different next steps.

4. Working through a tax planning conversation

An advisor pulls up a summary of a client’s filed return covering income, deductions, total tax, and federal and state tax rates. Then the conversation moves to what happens next:

  • Roll the filed return forward under the applicable year’s tax law to see what the same income profile produces under current rules.
  • Evaluate a Roth conversion at several amounts to find where the marginal cost stops being worth it.
  • Back out a one-time event, such as a business sale or a concentrated position liquidation, to get a baseline that reflects what the household actually looks like going forward.
  • Build an initial estimate for a prospect who has not shared a return yet, using available financial information and stated assumptions, with those assumptions visible in the output.

Every figure in those scenarios comes from our calculation engine and the applicable federal and state tax data.

How to tell where an answer came from

Every figure the connector returns is attributed to one of three sources:

  1. The firm’s record, meaning data the firm maintains in Wealth.com.
  2. A cited page of a client document, with the page reference included.
  3. The calculation that produced it, with the tax year and rules applied.

Each also carries the date through which the information is current, so an advisor can tell whether they are looking at something reconciled last week or last quarter.

What this does not do

It does not draft estate planning documents, and it does not give legal advice. Document analysis tells an advisor what a plan currently says. Changing what it says is legal work.

It does not file tax returns or give tax advice. The scenarios are planning estimates built on stated assumptions, and they belong in a conversation with the client’s tax professional.

It does not know what is not in the documents or the firm’s records. If a trust was amended and the amendment was never uploaded, no system reading the uploaded documents will know about it.

See it live at Future Proof

Wealth.com co-founder and chief growth officer Tim White and Drew Parker, financial services lead at Anthropic, are demonstrating the integration at booth 235 at Future Proof Festival in Huntington Beach on .

To learn more or get started, visit claude.wealth.com.

Wealth.com Brings Estate and Tax Planning Into Claude for Financial Advisors

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 under a health care directive, or what the financial impact of a tax strategy would be must be grounded in executed documents, applicable law and validated quantitative analysis. Wealth.com brings that foundation into Claude for Financial Advisors, combining Claude’s reasoning with Wealth.com’s estate and tax engines. Advisors can explore a client’s situation naturally while relying on precise, source-grounded insights and figures for the decisions that follow.

“Estate and tax planning require advisors to bring together an enormous amount of information before they can have a meaningful conversation with a client,” said Rafael Loureiro, chief executive officer and co-founder of Wealth.com. “Together with Anthropic, we’re giving advisors a more intuitive way to work with that information. By bringing Wealth.com’s planning intelligence into Claude and making additional capabilities available through our connector, advisors can move from information to insight within the AI workflows they increasingly use every day.”

One of the most immediate applications is preparing for a client or prospect meeting. An advisor can bring a prospect’s estate documents into Claude and ask questions in plain language: What happens at the first spouse’s death? When do children gain control of their inheritance? Who can make health care decisions if the client cannot? Wealth.com performs the underlying document analysis, returns citations to the specific pages each answer comes from, and can render the disposition structure as a visual flowchart inside the conversation. Advisors then review and apply their judgment on what to do next.

The same analysis surfaces provisions an advisor would want to raise before a conversation: a co-trustee requirement, a beneficiary’s authority over future trustee appointments, or a signature page that may never have been executed. Instead of reading through lengthy documents across multiple systems, advisors can understand how a plan is structured and identify what needs discussion.

The capabilities extend to a household’s broader financial picture, including what they own, how assets are titled, where wealth is concentrated and how beneficiary designations are recorded. Wealth.com preserves the context behind that information, including where relationships among accounts, trusts and individuals are established in the firm’s records and where those relationships remain unconfirmed.

Advisors can bring the same conversational experience to tax planning. They can ask for a summary of a filed return covering income, deductions, total tax, and federal and state tax rates, then explore potential planning strategies. An advisor could roll a filed return forward under the applicable year’s tax law, evaluate a Roth conversion, account for a one-time gain that is not expected to repeat, or create an initial scenario for a prospect.

“As we built Claude for Financial Advisors, we focused on bringing the best of the advisor technology ecosystem directly into advisor workflows,” said Peter Nolan, head of asset and wealth management at Anthropic. “Wealth.com has established itself as the trusted estate and tax platform for wealth management firms, making its capabilities a natural complement to what we’re building. Together, we can give advisors a more complete set of tools to support the work they do for clients every day.”

Tim White, Wealth.com co-founder and chief growth officer, and Drew Parker, financial services lead at Anthropic, will demonstrate the integration live at the Wealth.com booth at Future Proof on Tuesday, Sept. 15 at 11 a.m. PT. Firms interested in enabling the integration can visit wealth.com/claude.

How Advisors Can Build a Family Milestones Program

A client’s child turns 18.

Their financial life may look almost exactly as it did the day before. They may be preparing for college, working a summer job, or still relying on their parents for nearly everything. They probably do not have meaningful assets to manage.

But an important planning threshold has arrived.

Once a child becomes a legal adult, parents should not assume they will retain the same access to medical information or the same ability to act on the child’s behalf. The U.S. Department of Health and Human Services explains that only an individual or the individual’s personal representative has a right to access the person’s medical records. An advance directive can provide instructions for medical care if someone cannot communicate and, depending on the document and applicable state law, can allow that person to name someone to make health care decisions for them.

For families, this creates a real and often overlooked need. For advisors, it creates a natural opportunity to help.

Turn a one-time gesture into a named client benefit

Rather than addressing this need only when a client happens to ask, firms can formalize the experience as a Family Milestones Program.

The experience can include a brief educational meeting, completion of the document, and clear instructions for signing, storing, and sharing it.

The service can be offered as an included benefit of the family’s relationship with the firm.

That distinction matters. A named program is easier to explain, easier to operationalize, and easier for clients to remember. It can appear on the firm’s website, in onboarding materials, during annual reviews, and in client benefit summaries. Instead of simply saying the firm serves the whole family, the advisor can point to a specific way it does so.

The best time to meet the next generation is before there is anything to sell them

Many firms first focus on the next generation when a wealth transfer becomes imminent. By then, the adult children may already have their own financial relationships, preferences, and perceptions of their parents’ advisor.

A Family Milestones Program starts much earlier.

The objective is not to gather assets this quarter. In many cases, there will be no account to open and no immediate revenue opportunity. That is precisely what makes the interaction meaningful. The advisor is showing up at an important moment without attaching a sales pitch to it.

The young adult receives something useful. The client sees the firm investing in someone they love. The advisor earns an introduction based on service rather than solicitation.

Over time, that first conversation can become the foundation for future ones. The same young adult may eventually need help with workplace benefits, a first investment account, marriage, a home purchase, children, business ownership, or an estate plan of their own. There is no guarantee that the relationship will develop that way, but the firm will have earned something more valuable than a cold lead: familiarity, trust, and a history of being helpful.

This is a long-term relationship strategy, and it should be measured like one.

Why the program creates value now

The strategic payoff may take years, but the client value is immediate.

It makes multigenerational planning tangible

Advisors often talk about serving the whole family. This program turns that promise into a specific experience clients can see and use.

It gives clients another reason to value the relationship

Clients do not experience their financial lives as a collection of investment accounts. Helping them prepare a child or grandchild for adulthood demonstrates that the firm is paying attention to the people and transitions surrounding the wealth.

It creates a natural, permission-based introduction

The milestone gives the advisor a legitimate reason to meet the next generation. The conversation begins with the young adult’s needs and choices, not the firm’s services.

It differentiates the firm’s client experience

Plenty of firms say they offer comprehensive planning. Far fewer can name a repeatable benefit designed specifically for the families of their clients.

It gives estate planning an ongoing role

Estate planning should not be treated as a project that happens once and disappears from view. A milestone-based program helps make planning a continuing part of the relationship.

How to launch a Family Milestones Program

The strongest version of this program is simple, consistent, and easy for the advisory team to explain.

Step 01

Define the benefit

Start with one clear milestone and one clear outcome. For example:

When a client’s child or grandchild turns 18, the firm offers a short planning session and access to an advance health care directive through Wealth.com at no additional cost.

Specify who is eligible, what is included, and whether the benefit extends to children, grandchildren, or both. Review the design and all client-facing language with the firm’s legal and compliance teams.

Step 02

Give the program a name

“Family Milestones Program” is broad enough to grow with the firm while remaining easy to understand. A formal name helps advisors introduce it consistently and makes it feel like a genuine component of the client experience, not an occasional favor.

Step 03

Capture the right family information

During onboarding and annual reviews, ask clients whether they would like the firm to recognize upcoming family milestones. Record the names and relevant timing for children and grandchildren in the firm’s CRM, consistent with its privacy and data-handling policies.

The firm does not need to wait for perfect data. It can begin with interested clients and expand participation over time.

Step 04

Build a simple workflow

Create a CRM reminder 60 to 90 days before the young adult’s 18th birthday. The workflow might include:

  1. An advisor note to the client explaining the benefit
  2. An invitation for the young adult to participate
  3. A short educational meeting centered on the young adult’s choices
  4. Completion of the appropriate document through Wealth.com
  5. Instructions for execution, storage, and sharing
  6. A brief follow-up after the process is complete

The young adult should be treated as the decision-maker throughout the experience. The parent’s role is to make the introduction, not to make choices on the new adult’s behalf.

Step 05

Make the experience feel like a milestone

The program should feel warmer than an administrative task. Congratulate the young adult. Explain why the document matters in plain language. Give them a concise checklist of what to do with the completed document. If appropriate, follow up with a handwritten note or a small welcome gift from the firm.

The details do not need to be expensive. They need to feel intentional.

Step 06

Measure relationships, not immediate revenue

Traditional campaign metrics will miss the point. Better early indicators include:

  • Eligible family members identified
  • Invitations sent
  • Young adults who participate
  • Documents completed
  • Next-generation relationships established
  • Client feedback and referrals connected to the program
  • Follow-up planning conversations over time

Assets may eventually follow, but they should not be the program’s first test of success.

Client-facing copy firms can use

Advisors can include language like this on a website, client benefit page, or service overview:

Website or service overviewFamily Milestones Program

New planning needs often arrive before financial complexity. When your child or grandchild turns 18, we will help them understand and establish a foundational health care directive through Wealth.com. This benefit is included as part of your family’s relationship with our firm.

An advisor can also introduce it during a review with a simple question:

Annual review conversation“Do you have any children or grandchildren turning 18 in the next year? We offer a Family Milestones Program that helps them put a foundational health care directive in place. It is included as part of our work with your family.”

That question is specific, helpful, and easy for a client to act on.

Start with 18, then build around the family’s life

The 18th birthday is an ideal place to begin because it combines a clear trigger with an immediate planning need. Once the workflow is working well, firms can decide whether the broader program should recognize other transitions, such as a first job, marriage, the birth of a child, a home purchase, or the launch of a business.

Each milestone can prompt a different planning conversation. Together, they can create a client experience that follows the family across generations.

The value of a Family Milestones Program is not that every 18-year-old becomes a profitable client. The value is that the firm helps at a moment that matters, demonstrates what multigenerational service actually looks like, and begins a relationship with no immediate expectation in return.

Clients remember the firms that help them care for the people they love. The next generation will, too.

Document names, legal requirements, age-of-majority rules, and execution formalities vary by state and individual circumstances. Firms should use applicable state-specific workflows and review the program and its communications with legal and compliance professionals.

The College Health Care Conversation Most Advisors Skip

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 relied on for eighteen years quietly disappears. Without the right documents, that parent may not be able to receive medical information, speak with a treating physician, or step in when their adult child cannot speak for themselves.

Your expertise isn’t measured by your ability to define estate planning documents. It’s measured by your ability to identify planning opportunities, navigate client questions with confidence, and use each conversation to strengthen the client’s overall plan. This playbook focuses on those conversations because that’s where advisors create the most value.

The college health care documents, in one screen

This is the part you can hand a client or summarize in thirty seconds. Three instruments, with three different jobs:

1

HIPAA authorization

Governs access to information. It lets a provider or health plan share protected health information with the people named in it. It does not grant decision-making power.

2

Health care proxy or power of attorney

Governs decisions. It names someone to make health care decisions when the student cannot make or communicate them. When in effect, that agent generally becomes the HIPAA personal representative as well.

3

Advance health care directive

Usually the broadest instrument, often combining the proxy appointment, living will language, end-of-life instructions, and organ donation provisions in one state form.

The part that is actually hard: it changes by state

HIPAA is federal. Health care decision-making documents are not. The same family need produces a different document structure depending on where the client lives. This is nuance no advisor can reliably hold in their head, and it is also where preparation matters most.

Arizona recognizes a dedicated Mental Health Care Power of Attorney, offered as a separate form, that lets an adult name someone to make mental health treatment decisions if they are later found incapable. Without that document, an agent under a standard health care power of attorney may make those decisions, subject to statutory exceptions. Connecticut addresses the same need within a combined advance directive covering both physical and mental conditions, with no standalone mental health form.

Advisor takeawayNever assume a client’s home state and school state work the same way, and never assume a Mental Health POA exists in the same form everywhere. Evaluate the client’s state and the actual document set in front of you.

Handling the three objections you will hear

“My kid would never sign that.”

Reframe it from surveillance to access in an emergency. The student chooses who is named, and the authorization can be narrow. Most 18-year-olds will sign a form that says, “If I am in a hospital and cannot speak, my parent can find out what is happening,” especially when the alternative is a parent locked out at a registration desk during a crisis.

“We already have a will, so we are covered.”

A will is a death document. It does nothing during a living medical emergency, which is exactly the scenario at issue here. This is a different instrument for a different moment. Pointing that out is often the first time a client realizes their existing plan has a gap.

“Isn’t the form the college gave us enough?”

Usually not. Campus health forms and the school’s FERPA waiver cover educational records and on-campus treatment, not decision-making authority at an off-campus hospital where a real emergency may land. A form that never leaves the student health center will not help in an ICU two states away.

How to raise it without practicing law

You do not need to give legal advice to create value. You need to surface the gap and route the family to the right execution. Two questions do most of the work:

  1. “Your child is turning 18. If there were a medical emergency tonight, who would legally be allowed to receive information?”
  2. “If your child could not make a health care decision, who would be authorized to step in?”

The silence after those questions is the planning gap, and naming it is not legal advice.

That framing keeps you on the right side of the line while still owning the relationship.

Turn a form into a full plan

The HIPAA gap is the smallest possible entry point, which is exactly what makes it a good one. A family that just learned their access to medical decisions evaporated at 18 will immediately grasp that their access to financial decisions did too.

That opens the natural sequence. A durable financial power of attorney lets a parent handle banking, tuition disputes, and tax matters when an adult child is abroad or hospitalized. A FERPA authorization closes the educational-records gap. Once a household is thinking about the documents their child needs, they are one step from confronting the documents they themselves are missing.

One college conversation becomes a full estate review, and a single form becomes an expanded relationship.

The cross-sell logicYou are not selling a HIPAA form. You are using it as the lowest-friction reason to open the whole plan.

Advisor checklist

  1. Confirm age and both states.

    The conversation sharpens at 18. Note the student’s legal residence and the school’s state, since law and local practice can differ.

  2. Identify who should receive information.

    This could be one parent, both parents, a guardian, or another trusted person.

  3. Locate the HIPAA language.

    Determine whether it is a standalone authorization or embedded in another document. Read the authority and disclosure sections, not simply the title.

  4. Name a decision-maker.

    Address the health care proxy, health care power of attorney, or advance directive.

  5. Address mental health authority.

    Some states use a dedicated Mental Health POA. Others address it within the standard health care document.

  6. Pre-empt the objections.

    Have the “not surveillance,” “a will is not enough,” and “the campus form is not enough” responses ready.

  7. Add the financial POA and FERPA waiver.

    Complete the adult-transition document set, then bridge the conversation to the household’s own plan.

  8. Execute, store, and review annually.

    Witnessing and notarization rules vary by state. Named individuals and school locations can also change.

Bring the college conversation to your next client review

Wealth.com generates state-correct health care documents, with HIPAA authority built into the appropriate instrument for every jurisdiction, so you can raise the conversation and let the platform support execution.


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Wealth.com Named Exclusive Technology Founding Partner of FMG Suite’s Institutional Intelligence Program

PHOENIX, July 29, 2026: Wealth.com today announced a strategic partnership with FMG Suite, the leading marketing technology platform for wealth management and insurance organizations. Under the partnership, Wealth.com will serve as the Exclusive Technology Founding Partner of FMG’s Institutional Intelligence program.

FMG’s network of more than 80,000 advisors and insurance professionals, as well as the enterprises that support them, will gain access to compliance-friendly estate and tax planning content. Resources will include emails, social media posts, blog articles, downloadable resources and educational marketing assets designed to help advisors engage clients around two of the fastest-growing areas of holistic financial planning.

The partnership will also introduce Wealth.com-powered estate and tax planning website tools, digital experiences and website templates for advisors. FMG’s website team can implement these assets on an advisor’s behalf, creating a turnkey solution that helps firms educate prospects, strengthen client relationships and support business growth.

As part of the partnership, Wealth.com will also develop Estate Snapshot, a website-ready tool powered by Ester®, its proprietary artificial intelligence. Prospects will be able to securely upload estate planning documents, which Estate Snapshot will analyze to generate a concise, one-page summary. This will help advisors prepare more effectively for prospect meetings while creating a new lead generation opportunity.

“Institutional Intelligence is designed to help advisors activate specialized expertise across every marketing channel,” said Susan Theder, chief marketing officer at FMG. “Wealth.com brings exceptional estate and tax planning expertise to the platform, giving advisors ready-to-use resources they can personalize, distribute and use to deepen client relationships.”

Estate and tax planning have become increasingly central to holistic financial advice, yet many advisors still struggle to consistently create timely, compliant educational content around these complex topics.

By combining Wealth.com’s planning expertise with FMG’s leading marketing platform, the partnership gives advisors professionally developed resources they can publish immediately or customize to match their firm’s brand. This makes it easier to educate clients, strengthen relationships and create more meaningful planning conversations.

“The advisors who consistently educate clients are the ones who build deeper relationships and create more opportunities for meaningful planning conversations,” said Tim White, co-founder and chief growth officer at Wealth.com. “FMG has long been the gold standard in advisor marketing, and by combining FMG’s platform with Wealth.com’s estate and tax planning expertise, we’re giving advisors ready-to-use resources that help them educate clients, engage the next generation and differentiate their firms with far less effort.”

The partnership is available immediately at no additional cost to FMG subscribers with access to its Content Library. Wealth.com and FMG will also demonstrate the new capabilities during LPL Focus, taking place Aug. 9–11, 2026.

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About Wealth.com

Wealth.com is the industry’s leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.

Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security and deep legal and tax expertise to support the full spectrum of client needs, from foundational estate plans to advanced estate and tax analysis and reporting. With Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform.

Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.

About FMG

FMG is the leading marketing and growth platform for financial advisors, insurance professionals and enterprises, empowering them to scale compliant, client-centered marketing that drives organic growth.

Trusted by more than 80,000 financial professionals reaching over 45 million U.S. investors, FMG is consistently ranked number one in market share and customer satisfaction in the T3 Software Survey Report and has been recognized by WealthManagement.com as Best Marketing Automation Platform.

An independent study found that enterprises using FMG achieved Net Promoter Scores nearly four times the industry average, along with improvements in lead conversion, client retention and time saved on marketing tasks. FMG is defining the future of organic growth for financial services firms. For more information, visit fmgsuite.com.

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Why Gateway Financial Partners Calls Wealth.com the Best Piece of Technology to Enhance the Client Experience

 

David Wood, Founder and Chief Visionary Officer of Gateway Financial Partners, saw a gap the industry doesn’t talk about enough: referrals to estate planning attorneys mostly go out the door and never come back. As an early adopter of Wealth.com, David found a way to close that gap, using it to enhance the client experience while reaching the next generation of assets behind the money. The stakes became real for one advisor a month ago: she helped a client complete a durable power of attorney through Wealth.com, and twenty-four hours later, that client passed away. For David, it’s the clearest proof of why he calls it one of the best pieces of technology in the industry, not just for the client experience today, but for capturing the next generation of assets tomorrow.

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.

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