Tag: Product Updates

We’re kicking off 2026 with some groundbreaking updates all rooted in our mission to empower advisors. This month, we hosted our inaugural EstateCon conference in Scottsdale, where we gathered the industry’s top visionaries to redefine the future of estate planning. If you missed it, don’t worry; you can check our Resource Center on February 2nd where we’ll post recaps of the main stage presentations. 

From Michael Kitces’ opening keynote to the unveiling of our latest platform innovations, the energy was clear: the bridge between tax and estate planning is officially here. We are moving beyond static documents and into a new era of dynamic, unified wealth management.

In the spirit of the “real-world outcomes” we discussed on stage, this month’s product updates are designed to turn those strategies into immediate action. Here is what’s new at Wealth.com:

Introducing Tax Planning

For years, tax planning and estate planning have lived in separate worlds. In real life, these decisions are inseparable — estate planning and tax planning are inextricably linked, which is why they belong in a unified system.

Wealth.com tax planning is a holistic tax planning tool that transforms complex tax data into clear, actionable insights for financial advisors. It enables advisors to conduct historical tax reviews, generate forward-looking projections, and model advanced tax-saving scenarios like Roth conversions and capital gains harvesting side-by-side. 

If you missed our product keynote at EstateCon, you can still learn more about tax planning in our press release or on our website.

Close the “Funding Gap” with Seamless, In-App Deed Prep

As we move into 2026, we’re focused on helping you not only draft estate plans, but fully execute them. One of the most common bottlenecks in estate planning is the “funding gap”—the period where a trust has been created, but the client’s assets, including real estate, have yet to be formally transferred into it. Historically, the real estate deed transfer required coordination with outside attorneys and significant legwork to track down title information, often taking months to complete. To streamline this critical step, we are thrilled to launch In-App Deed Preparation.

Your clients can now initiate deed transfers themselves directly within their Wealth.com portal to accomplish this in days, not months. Our preferred provider, Dec Law, is not only a full-service law firm specializing in deed prep, but offers coverage across every county in all fifty U.S. states. 

Best of all, this service is entirely client-led—clients select their property(ies), choose their timeline (including a 48-hour rush option), coordinate a mobile notary to meet them at their convenience, submit the order and payment via credit card, and notarize their entire Wealth.com estate plan at the same time.

This effectively removes the administrative burden from your plate while giving your client peace of mind that their property is legally secured. Customers can see how it works by watching an overview video in Wealth Academy. Note: If this is your first time logging into Wealth Academy, please follow the instructions on the Academy sign-in page.

Navigation, Simplified: A Sleeker Wealth.com Experience

We’ve refreshed our design to help you move through your workflow with less friction. Based directly on user research and advisor feedback, we’ve consolidated our navigation into a single, sleek reference point that puts the right information exactly where you expect it. You will now find features intuitively grouped by the actions you take every day—such as Data, Planning, and Delivery—allowing you to transition from the Vault to Ester® or Reports (formerly Report Builder) more seamlessly than ever.

Beyond the new sidebar, we’ve introduced tools to make client management more efficient. A new Recent Clients list and a search toggle allow you to jump between client profiles in seconds, while clearly labeled buttons like Client Settings eliminate guesswork when updating vital information. Whether you are tracking Ester® extractions in the new Notifications feed or viewing our Integrations tab for the latest software syncs, these improvements were built to get you to what you need faster.

Watch the video tour in Wealth Academy. 

Note: If this is your first time logging into Wealth Academy, please follow the instructions on the Academy sign-in page.

Fund Your Client’s Account with our Goldman Sachs Custody Solutions Integration

Opening a trust account has traditionally been a tedious process defined by manual data entry. By integrating Wealth.com with Goldman Sachs Custody Solutions (GSCS), advisors can now move from document review to account funding in a single, unified workflow.

Leveraging Ester®, the first AI assistant specifically trained in estate planning, the system automatically extracts key trust details—such as grantors, trustees, and beneficiaries—directly from legal documents to pre-fill account applications. Advisors can open trust accounts, link bank accounts, and initiate ACAT transfers without ever leaving the Wealth.com dashboard. To access this integration, select your initials and click Integrations and select Goldman Sachs Custody Solutions to prompt your account sync.

This integration eliminates redundant data entry and provides real-time visibility into account status, reducing a process that once took hours to just a few minutes.

Ester® Now Supports DOCX files in addition to PDFs

You can now upload .docx files into Ester® for Summaries, Insights, Q+A, and Trust Data Cards. Now, when a user uploads a DOCX file, a PDF equivalent is automatically generated and processed. Both the original DOCX and the generated PDF will be available in your Vault. This is just one of many ways we try to make Ester® work with your workflow, regardless of the types of documents you use.

As we move into 2026, our focus remains on helping you not just draft estate plans, but fully execute them with precision. From modeling advanced tax-saving scenarios to closing the real estate “funding gap” in days rather than months, these updates are designed to turn complex strategies into immediate, real-world action.

We invite you to explore these new features—including our sleeker navigation and expanded Ester® capabilities—within your dashboard today.

Note: These updates may not be available on all accounts due to firm-specific compliance policies. If you do not have these updates but would like them added, please contact your Customer Success Manager.

As the year draws to a close, we know that December is a critical time for advisors to finalize year-end reviews and set the stage for a successful new year. To help you cross the finish line with ease, we’ve introduced several powerful updates designed to streamline document management, enhance team collaboration, and expand your analytical capabilities. From a sophisticated new PDF separation tool powered by Ester® to interactive commenting in Report Builder, these enhancements are all about saving you time and helping you deliver more value to your clients.

PDF Separation by Ester®

You asked, we delivered! You can now upload a PDF containing multiple documents into your Vault, and Ester® will automatically detect and separate documents within that PDF. Even better, you have the option to edit those documents before saving into your Vault. Adjust page ranges, customize titles, or change category types, all within a few clicks.

After you’ve reviewed your documents, you can select Save & Split, and each of those documents will be individually saved in your Vault for instant organization. Watch our video in Wealth Academy to start testing this out yourself!

Note: Wealth Academy is our Learning Management System for current customers. If this is your first time logging into Wealth Academy, please refer to the instructions on the Academy sign-in page.

Tag Team Members with Comments

Add comments anywhere on a slide in Report Builder to tag colleagues to raise questions, kickstart reviews, and more. Separate from ‘Add Notes’ where you can customize commentary on slides to present to the client, comments enable you to easily collaborate with your teams on presentations. You’ll also find a new comment bubble in the bottom right that opens a feed of comment activity, so you get visibility on tabs such as:

• ‘All Comments’ – shows all comments
• ‘Open’ – all comments that have not yet been resolved
• ‘Resolved’ – once user clicks the checkmark to ‘resolve’ a comment, comment automatically gets sorted into Resolved tab
• ‘Mentioned’ – shows all comments where that advisor has been tagged

You can also access this comment bubble directly from your dashboard. Instantly view comments you’ve been tagged in and choose from quickstart actions like resolving a comment you may have already seen, or selecting Go to Client, which takes you directly to that comment.

Seamlessly Import Client Data With our Advyzon Integration

Wealth.com is thrilled to announce that our platform is the first estate planning solution to offer a direct integration with Advyzon, the all-in-one wealth management platform used by over 2,000 financial advisors nationwide. This integration helps advisors directly import their client and asset data seamlessly into Wealth.com in just a few clicks. Advisors can customize what clients or assets they wish to import, making this a flexible solution designed to expedite manual tasks like entering clients one by one. More information coming on this soon!

Advyzon is currently rolling out in beta, not currently available on all accounts.

Merge Contacts in People & Entities

There are several ways you can create contact cards in Wealth.com: manually, spreadsheet upload, integrations, or Ester®. With all of these access points, sometimes duplicates get created as a result. To address this, we’ve added a simply way for you to “merge” contact cards by designating a primary contact that you can select. 

Start by searching the names of your clients in the People & Entities tab, then select the three dots next to one of those contacts to click Merge Contact. From there, you can choose which contact you’d like to assign as the primary.

Loans Calculator

In the Calculators tab, you can test out our Loans calculator, which can be used to illustrate a basic loan or sale of property with a financed note component, calculating the total payments required including a breakdown of principal and interest. The calculator allows for amortized, fixed principal payments, or interest only with balloon structured loans, and the ability to accelerate the loan term by making additional principal payments.

Note: These updates may not be available on all accounts due to firm-specific compliance policies. If you do not have these updates but would like them added, please contact your Customer Success Manager.

With Fall in full swing, we know this time of the year is pivotal for managing client deliverables ahead of the holiday season. With that, we’ve introduced some key enhancements designed to make data imports more efficient, reports even easier to build, and tasks more customizable to your needs.

Wealth.com is the First Estate Planning Solution to Offer an Advyzon Integration

Wealth.com is thrilled to announce that our platform is the first estate planning solution to offer a direct integration with Advyzon, the all-in-one wealth management platform used by over 2,000 financial advisors nationwide. Advyzon joins an existing list of over 20+ integrations offered by Wealth.com. 

This integration helps advisors directly import their client and asset data seamlessly into Wealth.com in just a few clicks.

Advisors can customize what clients or assets they wish to import, making this a flexible solution designed to expedite manual tasks like entering clients one by one. To see this integration in action, be sure to join our November webinar.

Snapshot Reports to Become Available for All Users

Starting in early November, we’re making Report Builder available to all users to offer the ability to intuitively build professional reports in minutes. All users by default will have access to Snapshot Reports, a thoughtful collection of slides that feature valuable content like asset overviews (from the Ownership Balance Sheet), Heritage Maps, and supplemental educational slides on a range of topics like Understanding a Revocable Trust.

The most valuable slide included in Snapshot Reports is the above disposition diagram, which automatically generates based on documents you feed Ester®. Start by selecting a document Ester® has reviewed. While the Executive Summary may have valuable information for the advisor, it’s not quite a client ready deliverable: that’s where the ‘View Report’ button comes in. When you select, you’ll be redirected to Report Builder where a new Snapshot Report page is available. This page features a flow chart that illustrates how the trust operates, highlighting what happens if the trustor deceases, or if the beneficiary pre-deceases the trustor. 

This is just one of the ways we’re working to get you the tools you need to impress your clients, regardless of what type of Wealth.com license you hold.

If you’re on our Family Office Suite license and want to know when to use Snapshot Reports vs. Family Office Reports, be sure to watch our video in Wealth Academy here.

Revamped Task Center with More Customization

Everyone has their own methods of organizing and completing tasks, which is why we’ve added even more customization to the Task Center. These enhancements offer three new ways to sort your tasks:

1. Predefined Tasks: You can add predefined tasks, giving you a guided, step-by-step workflow to help you get started with suggested tasks. This feature is available to all Family Office Suite users. 
2. Table Updates: Easily manage your tasks with new customization options. You can now show/hide columns, rearrange tasks, and filter by priority, assignee, or status. Plus, quickly see which tasks are assigned specifically to you.
3. Report Tracker (available on Family Office Suite licenses only): The Report Tracker is a new tool designed to guide you through the entire report creation process. It breaks down complex tasks into three intuitive stages, shown as cards at the top of the page:
   1. Data Collection: This initial stage focuses on gathering all necessary documents and information
   2. Data Structuring: Once your data is collected, this stage is all about reviewing and confirming its accuracy. 
   3. Report Creation: This final stage is dedicated to generating and delivering your custom report.

At Wealth.com, we’re committed to giving advisors the tools to work smarter, not harder. These updates reflect our ongoing focus on efficiency, customization, and seamless integration across your tech stack. Log in to your Wealth.com account to explore these new features today, or watch our November Advyzon integration webinar to see them in action.

Kicking off back-to-school season, our product team has been hard at work developing new features designed to streamline your workflow and enhance your client’s experience. This month, we’re thrilled to introduce a host of powerful new updates, from expanded capabilities for Ester® to new scenarios in EstateFlow™.

Introducing Ester Insights: Guidance Beyond Summaries

Ester Executive Summaries have always provided factual, citation-rich summaries. Now, the new Ester Insights & Observations tab adds an extra layer of advisory-level intelligence.

• Flags missing or incomplete documents 
• Surfaces ambiguities that may require advisor follow-up 
• Suggests logical next steps
• Alerts you if something is out of date due to changes triggered by new laws 

This feature ensures you’re not just informed, but equipped with actionable guidance. Learn more about Ester® Insights and other recent updates in Wealth Academy. 

Ester Advanced Summaries: More Depth for Complex Trusts  

For advisors working with complex trusts, Advanced mode adds depth where it’s needed most. You can now toggle Ester into Advanced mode, which prompts even more detailed executive summaries with additional fields designed to capture nuances of complex trusts. Ester summarizes documents with amendments, so when you’re viewing in Advanced Mode, you’ll see a dedicated column for Amendment Details. 

At a glance, Ester Advanced provides: 

• 50+ new summary fields that capture nuance in sophisticated estate plans
• Amendment-specific visibility with a dedicated “Amendment Details” column
• Smarter document handling that recognizes amendments automatically

See what else is included in Ester Advanced Summaries in Wealth Academy.

Ester Now Reviews LLCs, Operating Agreements, and Amendments!

You asked, and we delivered: Ester now reviews LLCs and Operating Agreements (OAs) as well as documents with Amendments. For documents with Amendments, Ester® Executive Summaries features a new column titled Amendment Details, which calls out key information related to amendments. This means a broader, more accurate view of your clients’ estate planning documents without additional manual review.

That’s a wrap on September. As always, explore full release notes and tutorials in Wealth Academy to see these updates in action.

August was an exciting month with the introduction of mobile notary services and Snapshot Reports, read on to see what features you and your teams should be trying next!

Introducing Mobile Notaries!

On-Demand Notarization, From Request to Signature

Wealth.com now offers mobile notaries with our preferred provider, Sign Here Ink, giving your clients a white-glove experience that is smooth, efficient, and error-free. This service validates your client’s estate plans by bringing mobile notaries directly to your client, without requiring the advisor to manage the process.

Once documents are ready to sign, clients can request a mobile notary in our updated “Next Steps” guide, notifying the advisor to place an order. Advisors can also initiate this on their own by selecting the “Request Notary” button next to their client’s documents. Even better, these trust-certified notaries specialize in estate planning documents, so advisors can feel confident knowing that their clients will be guided properly throughout the process. Instead of sending clients to the crowded postal annex, consider booking a mobile notary and get scanbacks same-day! Learn More

Updated Next Steps Guide for Documents

Bringing Funding the Trust to the Forefront

In addition to our new mobile notary service, clients can now view clear next steps for what to do once they have drafted an estate planning document. This updated Next Steps guide will prompt clients to:

• Continue completing the rest of their documents (i.e. Advance Health Care Directive)
• How to print and validate their documents
• How to fund their trust (if applicable)

By bringing these steps to the forefront, our hope is that clients will know exactly what to do next.

Snapshot Reports Available in Report Builder

A Streamlined Alternative to Family Office Reports

While there may be times when advisors need our robust Family Office Reports, we also know there are times when advisors need something more pared down. Snapshot Reports summarize one document into a concise slide to illustrate how a trust or will operates. It’s incredibly intuitive, so you can tailor it to your needs. This visualization will be available soon for advisors using our Family Office Suite. Not on our Family Office Suite plan? We’ve got something in the works for you too…watch this space!

Start by selecting a document Ester® has reviewed. While the Executive Summary may have valuable information for the advisor, it’s not quite a client ready deliverable: that’s where the ‘View Report’ button comes in. When you select, you’ll be redirected to Report Builder where a new Snapshot Report page is available. This page features a flow chart that illustrates how the trust operates, highlighting what happens if the trustor deceases, or if the beneficiary pre-deceases the trustor.

The best part? Advisors don’t have to manually enter this information into contact cards. When selecting “Modify Details”, advisors can view summarized information that has automatically been populated into the platform for you. Less data entry, more robust insights when you need.

Presentation Views in Report Builder

Review Reports in Real-Time with Clients

We’ve introduced something new to our top navigation bar in Report Builder. For in-person meetings with clients or calls, you can show them a live view of the reports by switching from ‘Standard’ to ‘Maximized’ in the Report Builder. This gives you an instant presentation view that you can go through with your clients in real-time.

Standalone Educational Slides

Intuitive Educational Slides When You Need Them

We’ve also broken up the educational slides into their own individual slides. Let’s say you plan to show this snapshot on Leslie’s revocable trust. You can then select an educational slide on Understanding a Revocable Trust, or Differences Between a Will and Revocable Trust.

The beauty of this update is that it’s intuitive enough for the advisor to use, while giving you the proper resources to educate your clients. Any advisor can easily hop in here to customize their report to include things like the Heritage Map or the Decision Makers summary slides.

New Look for Ester® Exec Summaries

Cleaner Formatting to Match Your In-App Experience

Based on the popularity of Ester®’s Executive Summaries, we’ve updated the look and feel in line with the summaries you see in the Wealth.com platform. This might seem minor, but upgrading a specific detail like this continues to provide the content you need, at the high-quality level that you deserve. But that’s not all, we have some exciting Ester® updates coming soon…watch this space!

Download Heritage Map as a PDF

Shareable Family Trees When You Need Them

We’ve been pleased to see how many users appreciate Heritage Maps when including them in presentations within Report Builder. We know these are key visual diagrams advisors need when illustrating estate planning to clients. This is why we’re making them accessible to all users, starting this month. Easily download family tree charts and present them in client meetings, or send to your clients as a follow-up.

Rearrange Columns in the Balance Sheet

More Flexibility When Viewing Assets

Advisors can rearrange columns for inside and outside the taxable estate, giving you more control over customizing your setup to work for your needs. On the Ownership Balance Sheet page, locate the Settings gear icon, select “Edit Column Order”, and easily drag and drop from there. Also within Settings, advisors can set their default view to expand all rows for those seeking detailed visibility in the balance sheet.

One-Click Downloads for Client Documents

Easily Download from Document Checklist View

We’ve made it even easier for advisors to download client documents, starting with the Document Checklist View. Advisors can select the three dots next to any client document and select “Download”. One less click, one less step. While this might seem like a minor change, it’s one of the many ways we’re modifying the platform for a more seamless experience.

Note: Some features are currently rolling out and may not be available on all accounts.

Ready to put these updates to work?

Between our new mobile notary service and Snapshot Reports, there’s never been a better time to see Wealth.com in action. Schedule a quick demo with our team and discover how these enhancements can deepen client relationships and streamline your advisory workflow. Book your demo today and turn August’s momentum into year-round growth.

July has been a newsworthy month, with the recent passing of The One Big Beautiful Bill Act (OBBBA), which we covered in a recent webinar. In addition to covering news updates that impact your clients, we also have some exciting product updates that you (and your clients) might appreciate too, including our upgraded Wealth Academy, decision-makers summary in ReportBuilder, and more.

Re-Introducing Wealth Academy

Our Revamped Learning Management System

We’re excited to introduce the newly improved Wealth Academy, our dedicated learning hub featuring online courses designed to help you get the most out of the Wealth.com platform. These self-guided tutorials are thoughtfully curated to mirror your in-app experience, making it easy to learn at your own pace.

Within Wealth Academy, you and your team can dive into courses like “Client Profile Tools & Capabilities” to support smooth onboarding, or “Ester AI Extraction” to explore new features such as “Ester Q&A”.

To access the Wealth.com Academy, navigate to the Help & Support tab and select “Academy”. You’ll immediately receive an email from [email protected] with the subject “Welcome to the Wealth.com Academy!”. Please use the link in that email to register your account and create your password, then start learning!

Decision Maker Summary in ReportBuilder

Identify Opportunities for Parties Involved

We heard that you wanted a holistic overview of fiduciaries to present to clients in reports, and we delivered! Now, advisors have the option to include a slide summarizing all key decision makers across estate planning documents in the Report Builder. This improvement gives you more visibility so you can proactively address any challenges and better identify opportunities for clients.

Rich Text Editing in Ester® Executive Summary

More Intuitive Formatting, Professional Results

Thanks to user feedback, we’ve updated Ester®’s Executive Summary to now have rich text editing abilities. What does this mean for you? Instead of a standard text box, advisors can now access more robust formatting options like adding bullets, numbering, headings, bolded and italic text. Just be sure to use it wisely. (See what we did there?)

Ready to put these updates to work?

Between the OBBBA insights, our upgraded Wealth Academy, and the new decision-maker tools in ReportBuilder, there’s never been a better time to see Wealth.com in action. Schedule a quick demo with our team and discover how these enhancements can deepen client relationships and streamline your advisory workflow. Book your demo today and turn July’s momentum into year-round growth.

Want to see our best product upgrades and enhancements yet? You don’t want to miss our Summer Product Launch happening next Wednesday at 11am PT / 2pm ET. Save your seat today at https://hello.wealth.com/wealth.com-summer-2025-product-launch.

We’re halfway through the year, and the Wealth.com team has been hard at work bringing you smarter, sleeker tools to make estate planning easier and more personalized. From improvements to document formatting and signer experience, to enhancements in report customization, scenario comparisons, and AI-driven insights, this month’s updates are packed with meaningful upgrades for advisors and their clients.

Signing Checklists Now Included in PDFs

Standardized Formatting for a Cleaner Experience

You asked, we listened. We reduced the number of documents that restart their page numbers, making it easier for you to follow one consistent sequence when locating where to sign. Users can now enjoy personalized guidance with signer-specific columns and direct references to the exact pages where signatures are required. This is applied across all six documents: IRT, JRT, AHCD, FPoA, and NoG, for both signers and co-signers. Please note this only applies to newly generated or edited PDFs, it will not apply retroactively to existing documents.

Insert Custom Pages in Report Builder

Personalization Where You Need It

In Report Builder, you can insert a custom page and add editable text. This allows you to add a personal touch for adding sections like “Goals and Objectives” or “Key Takeaways” to customize reports for clients.

Import Clients Directly from Black Diamond

Adding Clients All in One Go

To minimize manual data entry, advisors can import clients directly from their Black Diamond account. This carries over all their assets to inform other parts of the platform as you’re drafting documents. Simply go to your dashboard to click Add Client, and select Import Clients. From there, select Black Diamond and you’ll see a list for clients to import. Select the ones that you’d like to import and let our platform do the rest!

Give Feedback on Q&A Responses

Improving the Quality of Ester AI

Next time you ask Ester™ a question about a document you’re reviewing, you can provide feedback on the quality of the answer given to you. Choose the thumbs up icon to indicate if you received a good response, or the thumbs down icon if you received a poor response. By providing this feedback, our teams are able to proactively fix any issues and make adjustments so that Ester™ continues to provide insightful feedback.

View Ester® Citations in Executive Summary

Less Guesswork, More Clarity

Advisors can see multiple citations in one pagers to understand what information Ester® is using to generate the Executive Summary. Simply scroll the end of the one pager to see a full bibliography of citations in a clear view.
Each of these updates reflects our commitment to creating a more intuitive and insightful experience for you and your clients. Whether it’s simplifying document signing, personalizing reports, or improving AI-powered insights, we’re continually building with your feedback in mind. As always, thank you for being part of the Wealth.com community—we’re excited to keep innovating with you.