Alaina Lacter
Alaina Lacter serves as Senior Product Counsel at Wealth.com, where she works at the intersection of estate law, tax strategy, and technology innovation. She collaborates closely with advisory firms, broker dealers, and private wealth institutions to ensure estate and tax planning solutions reflect institutional legal standards while remaining practical for front line advisors. Her work focuses on translating complex estate structures, trust provisions, and tax coordination strategies into clear, actionable guidance for advisory teams. Alaina brings deep experience in estate planning law and product development, helping firms elevate the quality and consistency of planning conversations across their client base. She is a frequent speaker on modern estate planning workflows, estate and income tax coordination, and the evolving legal landscape shaping advisor responsibility.
Signature Speaking Topics
This session explains when and how to engage mobile notaries, how deed preparation works, and what to expect from our national attorney partner network. We will also explore best practices for collaborating with centers of influence so you can create a more coordinated and professional client experience. Participants will leave with clear steps, recommended workflows, and guidelines that help integrate these resources into everyday advisory work.
This session explains when and how to engage mobile notaries, how deed preparation works, and what to expect from our national attorney partner network. We will also explore best practices for collaborating with centers of influence so you can create a more coordinated and professional client experience. Participants will leave with clear steps, recommended workflows, and guidelines that help integrate these resources into everyday advisory work.
This session explains when and how to engage mobile notaries, how deed preparation works, and what to expect from our national attorney partner network. We will also explore best practices for collaborating with centers of influence so you can create a more coordinated and professional client experience. Participants will leave with clear steps, recommended workflows, and guidelines that help integrate these resources into everyday advisory work.