Product Updates Archives

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, prepare for an upcoming meeting, and explore tax scenarios using Wealth.com’s calculations.

The Wealth.com connector brings your planning information into Claude, with citations that help you return to the supporting documents.

Ask questions like:

“What happens to the Riley family’s assets at the first spouse’s death?”
“Pull up the Chen family’s estate plan. Flag anything worth raising before tomorrow’s meeting.”
“What would this client owe on a $200,000 Roth conversion this year?”

“As we built Claude for Financial Advisors, we focused on bringing the best of the advisor technology ecosystem directly into advisor workflows. 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.”
Peter NolanHead of Asset and Wealth Management at Anthropic

Explore Wealth.com in Claude

Bring more of your client book into Wealth.com

New and improved imports help you get client information into Wealth.com with less manual entry.

Salesforce and Redtail connected to a client list in Wealth.com. — Select the image to view it larger.

New Salesforce and Redtail imports. Bring client names, emails, and households directly into Wealth.com.
Improved eMoney and Advyzon imports. Access your full client list when you open Add Client, making it easier to find and import the clients you need.

A corporate trustee option for LPL clients

LPL clients can now name LPL’s Private Trust Company as a corporate successor trustee directly within Wealth.com’s trust drafting workflow.

LPL Private Trust Company selected as a corporate successor trustee in Wealth.com's trust drafting workflow. — Select the image to view it larger.

With our first corporate trustee partnership in place, we’re building out the network. Tell us which corporate trustees you’d like to see next.

Nominate a corporate trustee

Model more tax planning scenarios

Tax Planning license required

Model more of the contributions, payments, and deductions that shape a client’s tax picture.

Tax scenario actions for catch-up contributions, HSA contributions, estimated tax payments, and mortgage interest. — Select the image to view it larger.

New scenario types. Model catch-up contributions, HSA contributions, estimated tax payments, and mortgage interest.
Tax Insights in Claude. Access updated tax insights and identified gaps through the Wealth.com connector.
State tax updates. Ongoing calculation updates incorporate newly published state tax values.

Bring estate tax estimates and projections into client reports

Make estate planning findings easier to share with a new calculator and additional report slides.

Federal Estate Tax Calculator and Estimated Estate Projection Calculator report slides displayed side by side. — Select the image to view it larger.

Federal Estate Tax Calculator. Estimate federal estate tax liability in Calculators, then add the corresponding slide from the Reports slide library to a client report.
Estate projections in reports. The estimated estate projection from Client Overview is now available as a slide in the Reports slide library.

Give clients a clearer path to the documents they need

Updated guidance and more flexible starting points help clients begin their estate plans.

Client screens for choosing an estate planning document and answering questions about planning priorities. — Select the image to view it larger.

Know why a plan fits. The updated Will vs. Trust quiz explains how a client’s state, family, and wishes inform the recommendation.
Start with a priority document. Clients can begin with a power of attorney or health care directive without first completing a will or trust.
Deed transfer for more plans. Access deed transfer services for eligible will-based plans and plans created outside Wealth.com.
Notarization for external documents. Upload eligible PDFs for notarization through the order form, including documents created outside Wealth.com.

Review duplicate records and get help from Ester

Keep client information organized and find answers to your platform questions.

Two trust records displayed side by side for review before a duplicate merge is confirmed. — Select the image to view it larger.

Review duplicates before merging. Notifications flag duplicate records so you can compare them side by side before confirming a merge.
Get support answers from Ester. Ask questions about using Wealth.com and get answers drawn from the knowledge base and support articles.
Bug fixes and refinements. Additional fixes and improvements round out this month’s release.

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:

The firm’s record, meaning data the firm maintains in Wealth.com.
A cited page of a client document, with the page reference included.
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 Tuesday, Sept. 15 at 11 a.m. PT.

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.

A Closer Look at the Reimagined Reports

Your reports are often the deliverable a client remembers most, and producing them shouldn’t feel like a second job. That’s the thinking behind the new Reports. We’ve rebuilt it from the ground up into a true production environment, where every slide is editable, every report is on-brand, and every meeting is ready to run directly from the platform.

What used to require Word, PowerPoint, and a separate graphic-design pass now happens end to end inside Wealth.com. You can draft, brand, and present every client report in one place, in a fraction of the time.

Here’s a closer look at what’s new.

Built around three ideas

Everything in Reports ladders up to the three things advisors told us matter most.

More polish, less effort.
Edit, hide, reorder, and add disclaimers to any element on any slide, without leaving the platform or stitching together a deck in PowerPoint.
More personal, by client.
Toggle individual values on or off, add slide-specific notes, edit cover pages, and save multiple report versions for the same client.
More confidence in the room.
Beneficiary View, full-screen presentation, and historical “as-of” data give you everything you need to lead the meeting with clarity.

The sections below go deeper on each.

More customization

Wealth.com Reports editor displaying a customized client estate report — Build, edit, and arrange sophisticated client-ready slides directly inside Wealth.com.

Richer, more sophisticated slides mean fewer tools and less manual work.

Calculator slides.
Add GRAT, CLAT, QPRT, and state estate tax calculators directly to any report.

Available with the Family Office Suite.
Distribution Summary slides.
Choose detailed or simplified versions of EstateFlow™ distributions based on your audience.

Available with the Family Office Suite.

Editable flowcharts

Complex structures are easier to explain when clients can see them. Any flowchart generated from Ester® executive summaries or data cards is now fully editable.

Click Edit, then Edit Flowchart, to open the interactive editor.
Drag and drop nodes to reorganize the diagram on the fly.
Add, remove, or rename entities and beneficiaries, then refine the text to match the conversation you want to have.
Use keyboard shortcuts to work faster. Delete or Backspace removes a node, Cmd/Ctrl+S saves, and scrolling zooms in or out.

More control

Wealth.com report displaying a historical Asset Ownership Overview — Control the data, time period, and level of detail shown in each client report.

Stay in command of your data and your narrative, without ever leaving the report.

Direct access to client settings.
Adjust marital status or state estate tax assumptions from the Settings menu without changing tabs.
Preview underlying data changes.
Review updates before applying them, so changes never make their way into a report you’ve already polished.
Choose your Balance Sheet time period.
Create reports for quarterly or annual reviews, year-end comparisons, and anniversary meetings.
Create multiple reports per client.
Save one version for financials, another for quarterly check-ins, or any combination that supports the story you want to tell.

The workflows you know, refined

Everything you rely on today is still here. Many actions are simply easier to find, faster to use, or better designed.

Previewing a slide.
Open any slide, then check the box to include it using the new preview modal.
Presenting.
Press the Play button to enter true full-screen presentation mode.
Reordering slides.
Drag and drop slides into the order you want. Use Shift+Click to select several at once.
Downloading.
The download option now lives in the top navigation bar and supports custom file naming.
Editing a trust or will.
Click Edit, then View Source Data, to make updates without leaving Reports.
Commenting.
Use the chat icon in the bottom menu while editing to tag colleagues, just like before.
Hiding sensitive values.
Continue managing sensitive values from Settings whenever needed.
Family Tree.
Heritage Map is now called Family Tree, giving a longtime advisor-requested feature a clearer name.
Your branding.
Custom logos and fonts still apply automatically from your firm’s brand profile. Custom free-form templates also remain available when the standard library is not quite right.

Two ways to start

Every report can begin from a pre-built template, so you’re never starting at a blank page.

Estate Snapshot

A streamlined visualization of the current estate, available for all license types.

Estate Summary, powered by Ester® and the Balance Sheet
Vault Summary
Key Decision Makers
Estate slides powered by Ester®, including a disposition diagram
Family Tree

Estate Analysis

A comprehensive estate review with full financial and disposition detail, available with the Family Office Suite.

Everything included in Estate Snapshot
EstateFlow™ slides
Additional Distribution Summary slides powered by EstateFlow™
Select Financial slides powered by the Balance Sheet

Don’t have the Family Office Suite? Talk to your account manager about access.

The bottom line

Sophisticated, client-ready reports no longer require a stack of tools and hours of formatting. With the new Reports, you can draft, personalize, present, and manage every client deliverable in one place, giving you more time for the conversations that matter.

July 2026 Wealth.com Updates

Every release, the goal is the same: help you deliver more for your clients with less effort on your end. This one brings a redesigned way to build client-ready reports, a meaningfully smarter Ester Agent™, faster client onboarding for Wealthbox users, and more precise estate tax modeling for your most complex plans.

Here’s what’s new.

A completely reimagined way to build reports

Your reports are often the deliverable a client remembers most, and creating them shouldn’t feel like a second job. Reports has been rebuilt from the ground up into a true production environment. What used to take Word, PowerPoint, and a separate graphic-design pass now happens end to end inside Wealth.com, drafted, branded, and presented, in a fraction of the time. Get a glimpse here.

Here’s what that unlocks:

More polish, less effort. Edit, hide, reorder, and add disclaimers to any element on any slide, without ever leaving the platform or stitching a deck together in PowerPoint.
More personal, by client. Toggle individual values on or off, add slide-specific notes, edit cover pages, and save multiple report versions for the same client.
More confident in the room. Privacy Mode, full-screen Presentation mode, and historical “as-of” data let you walk into any meeting ready to lead with clarity.
Richer content. Add editable flowcharts, calculator slides for GRAT, CLAT, QPRT, and state estate tax, and Vault and EstateFlow™ summaries for a fuller picture.
A running start. Get started faster with a template: Estate Snapshot for a clean visual overview, or Estate Analysis for full financial and disposition detail. (Estate Analysis requires a Family Office Suite license. Talk to your account manager if you don’t have access.)

Everything you rely on today is still here, just easier to find and faster to use.

A smarter, more transparent Ester Agent™

Ester Agent™ is getting a major upgrade, now powered by a more advanced AI model (Gemini 3.5 Flash). The theme across all of it: Ester becomes more transparent, more contextual, and easier to work with in the flow of your day. These updates will roll out to all users over the coming weeks.

Highlights:

Flowchart generation. Upload a document and ask Ester to map out how a trust works. Ester builds an interactive flowchart you can refine in plain language, then export or drop straight into a report.
Thinking steps. Ester now shows its work, walking through step by step how it reaches an answer or a calculation, so you and your compliance team can trust what you’re seeing.
Page awareness and one-click navigation. Ask where to find something and Ester answers, then drops a button that takes you straight there. No more hunting through the platform.
Clarifying questions. When a request is ambiguous, say more than one Smith family is on file, Ester pauses and asks which one you mean rather than guessing.
Chat recall. Ask what you discussed last week about a client or a strategy and Ester can find it, so picking back up after time away is easy.
Dictation. Tap the mic and speak your question instead of typing.

Bring your Wealthbox clients over in minutes

If you use Wealthbox, getting set up in Wealth.com just got a lot faster. Instead of adding client profiles one at a time, you can now import them directly.

Select the dropdown arrow next to Add Client from your dashboard to import, choose which clients to bring over, and their names, emails, and household and spouse associations are created in Wealth.com automatically. (Asset and holdings data isn’t included in the import for now.)

It’s the fastest way yet to go from signed up to ready to work, especially if you’re newly onboarded with a full book of clients.

Coming Soon: More precise estate tax modeling for complex plans

For clients whose plans split assets between taxable and deductible beneficiaries, the after-tax picture can get complicated fast. EstateFlow™ will handle that complexity for you.

EstateFlow will perform interrelated (circular) estate tax calculations for both federal and state estate taxes, following the methodology in IRS Publication 904. Scenarios where residuary distributions qualifying for the marital or charitable deduction still bear tax are computed automatically, giving you a more accurate view of what beneficiaries actually receive.

The result is a more precise picture of after-tax distributions, so you can illustrate the true impact of a plan and have better-informed conversations with clients.

Note: Ester® enhancements require an account with those features enabled. Some of these features are still being rolled out per firm’s compliance approvals. Contact your Account Manager or [email protected] if you’d like to add these capabilities to your account.

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.

June Wealth.com Updates

A productive month across the platform, with new capabilities when adding clients and an upgrade for Ester. Here’s everything that’s now live.

Advisor Resources

Help Center Menu

A new in-app Help Center brings together support chat, Knowledge Base search, curated resources, and a product news tab — all in one place, right where you need it.

In the Platform

Client Goals & Document Deadlines

Set a goal to invite clients or collect documents when creating a client profile, now paired with a customizable deadline so clients have a clear timeline for when to draft their documents. Friendly automated reminders take the nudging off your plate so clients get over the finish line – and even if they miss the deadline, their invitation does not expire.

People & Entities Upgrades

An improved layout with quick filtering, expandable columns, cross-document contact references, and reorderable views — consistent with the updated UX across the Vault and Balance Sheet.

In Ester®

Financial Document Extraction

Upload a brokerage statement or balance sheet — PDF, Excel, or CSV — and Ester extracts account values, holdings, asset classifications, and liabilities automatically, so you can build a client’s full net worth picture without manual data entry.

Combined Summaries

Select 2–10 completed Ester documents and generate a single aggregated summary — consolidating key data points like trustees and beneficiaries across a client’s full estate in one click.

Mirror Docs

Ester now automatically recognizes paired documents — like matching wills or trusts for spouses — and processes them together, ensuring Executive Summaries, Data Cards, and Flowcharts are structurally consistent across the pair.

For Our Attorney Network

Customizable Documents (.docx)

Clients who engage with an attorney in our network can now download their estate planning documents as Microsoft Word (.docx) files, and their attorney can make unique customizations directly in the draft. This means the client has a single clean document — no bolted-on amendments or codicils required. Now Wealth.com can cover more unique circumstances and wishes than ever.

Heads Up for July

Starting in July, updates move to every other month — fewer, more substantial releases, with more time to explore each set.

Summer Launch Showcase: What’s New on Wealth.com

April Wealth.com Updates: Elevating Tax Planning, Ester Intelligence, and More

As the landscape of digital estate planning continues to evolve, our mission at Wealth.com remains the same: providing financial advisors with the most sophisticated, yet intuitive, tools to manage their clients’ legacies. This April, we are thrilled to announce a significant expansion of our platform’s capabilities. From the debut of our holistic Tax Planning suite to major workflow enhancements in the Advisor Vault, these updates are designed to turn complex data into actionable insights while removing the friction from document collection and execution.

The Next Frontier: Wealth.com Tax Planning

Announced at EstateCon, Wealth.com Tax Planning is a holistic tool that transforms dense tax data into clear, actionable strategies. Advisors can now perform historical tax reviews, generate forward-looking projections, and model advanced scenarios—such as Roth conversions and Equity Compensation—side-by-side. It’s more than just data; it’s a way to provide deeper value and proactive guidance to your clients.

Want an inside look? Book a demo of Wealth.com tax planning here.

Ester Intelligence: A New Era of AI

Ester® initially transformed how advisors interact with estate documents – extracting, structuring and summarizing complex legal information. Ester Intelligence extends far beyond that foundation, synthesizing estate documents, tax returns, balance sheets and planning logic into a unified intelligence system. Advisors can use the Ester Agent™ to ask complex questions across a client’s financial life and receive precise, fully contextualized insights in seconds – enabling them to move from information to action with the confidence that all estate and tax planning models use deterministic calculation engines. Read more in our press release here.

Integrated Mobile Notary: Closing the Loop

We’ve brought our preferred notary provider, Sign Here Ink, directly into Wealth.com to bring mobile notarization into the document creation workflow. For the first time, clients can take full control of the final execution step by booking and paying the $295 fee directly through Wealth.com.

End-to-End Convenience: Schedule a notary to meet at a home or office at a specific time.
Advisor Visibility: Opt-in to be CC’d on all notary communications to stay in the loop.
Automatic Scanbacks: Once signed, notarized documents are automatically uploaded back into the client’s Vault for digital records that you can access.

Advisor Vault: Streamlined Client Document Requests

Say goodbye to the “email back-and-forth.” Our new “Share with Client” feature in the Vault allows you to request specific documents directly from your clients via a secure, one-way portal. To ensure the highest level of security, clients use a simple 6-digit verification code to access the upload link. This update speeds up the document collection process while ensuring sensitive information stays out of vulnerable email threads.

Advisor Vault: Custom Tagging

Organization is key to a scalable practice. With the new Custom Tagging feature, you can now create and apply bespoke labels to documents within the Vault. Whether you are flagging a document as “Needs Review,” “Funded,” or a custom internal category, these tags can be used consistently across your entire team and client base, making document management more flexible than ever.

These updates represent our commitment to building the most comprehensive Wealth “ecosystem” for advisors and their clients. By bridging the gap between tax, insurance, and notary execution, Wealth.com is empowering you to deliver a truly integrated financial planning experience. Log in to your dashboard today to explore these new features, or reach out to your Account Manager to learn more.

Note: Ester® and mobile notary enhancements require an account with those features enabled. Contact your Account Manager or [email protected] if you’d like to add these capabilities to your account.

Wealth.com’s Proprietary AI, Ester Intelligence, Enters a New Era

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 – extracting, structuring and summarizing complex legal information. Today, it extends far beyond that foundation, synthesizing estate documents, tax returns, balance sheets and planning logic into a unified intelligence system. Rather than delivering analysis alone, Ester Intelligence provides clear, actionable answers. Advisors can ask complex questions across a client’s financial life and receive precise, fully contextualized insights in seconds – enabling them to move from information to action with confidence.

“Ester Intelligence reflects where wealth management is going,” said Danny Lohrfink, co-founder and chief product officer at Wealth.com. “It’s designed as a system of specialized agents, starting with estate planning and tax planning, and expanding over time, that work together to understand the full client picture. By combining deterministic calculations with real planning expertise, we are equipping advisors to move beyond fragmented analysis toward a more continuous, connected approach to planning.”

With this release, Wealth.com is expanding how Ester Intelligence is delivered. In addition to its native experience within the platform, firms can now integrate Ester directly into their broader technology ecosystem – bringing estate and tax intelligence into the workflows advisors already rely on. This approach allows advisors to access advanced insights without changing systems or retraining, positioning Ester as part of the infrastructure supporting modern wealth management.

The Estate Planning and Tax Planning Agents are purpose-built to handle complex, domain-specific workflows. Together, they leverage proprietary data, attorney- and CPA-annotated documents, and deterministic calculation engines to deliver outputs and recommended actions that are consistent, explainable and aligned with fiduciary standards. Additional agents will be introduced this year to expand capabilities across the planning lifecycle.

Source: Notion, “The AI Transformation Model”

This progression reflects a broader shift in how AI supports advisors – from insight to execution. Ester Intelligence has evolved through distinct stages: first as a thought partner, helping advisors interpret estate documents; then as an assistant, capable of running complex tax and estate analyses. With this release, it reaches Level 3 – operating as a teammate that can conduct research, perform analysis and generate client-ready deliverables within a single workflow.

Looking ahead, the platform is designed to reach Level 4, moving toward autonomous execution. For example, if a client submits tax documents overnight, Ester Intelligence can ingest the files, analyze the data, identify planning opportunities and generate a proposal for advisor review – before the advisor logs on the next morning.

Unlike general-purpose AI tools, Ester Intelligence is purpose-built for estate and tax planning, where precision, governance and auditability are critical. Its deterministic approach ensures outputs are grounded in real law and structured logic, enabling advisors to deliver recommendations with confidence while meeting enterprise standards.

Ester Intelligence is included as a core part of the Wealth.com platform. The Estate Planning Agent is available to all customers, and the Tax Planning Agent is included at no additional cost for firms using Wealth.com Tax Planning, ensuring that every advisor has access to advanced planning intelligence without additional cost or complexity.

As firms continue to invest in AI, Ester Intelligence represents a shift from standalone tools to embedded intelligence – supporting more informed decision-making across the client lifecycle.

To learn more, visit wealth.com/ester-intelligence.

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