The industry-leading estate planning platform for wealth management, where technology, AI, and attorney expertise come together to protect every legacy.
United States
Joined May 2021
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📣 Standing room only at the Wealth.com booth earlier today!
Tim White and Drew Parker of @AnthropicAI walked through Wealth.com inside Claude for Financial Advisors: a client's estate documents in, plain-language questions, every answer citing the page it came from.
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Today, we’re announcing a new collaboration with @AnthropicAI that brings Wealth.com’s estate and tax planning intelligence directly into Claude, giving financial advisors a new way to prepare, analyze and plan.
Advisors can work conversationally to:
➡️ Understand complex estate planning documents and trace insights back to the source
➡️ See how an estate plan flows through trusts, beneficiaries and future generations
➡️ Prepare for client and prospect conversations by surfacing important provisions and planning considerations
➡️ Review a household’s assets, ownership and beneficiary designations
➡️ Analyze filed tax returns and explore planning scenarios, including Roth conversions and future-year projections
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"Even permanent law is written in pencil."
That's how @theslottreport describes this moment. SECURE Acts + OBBBA = the biggest retirement tax reset in decades, and the advisors who move first win.
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July 30, Ed Slott joins the Wealth.com Summer Series to turn new law into a playbook:
→ The 2026 Tax Opportunity Map hidden inside OBBBA
→ Turning RMDs from requirement into strategy
→ Estate planning under the SECURE Acts: Roths, life insurance, charitable tools
➕ Approved for 1.0 CFP® CE credits.
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4 days away. ⏰
We're joining @wealth_mgmt to get practical about AI. No hype, no doom. Just what's working for advisors right now.
Register here: wealthmanagement.com/financi…
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Half of the $124 trillion Great Wealth Transfer sits in just 2% of households.
That's the UHNW opportunity, and it's not the same game as mass affluent advising.
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We're at the Morningstar Investment Conference in Chicago this week. 🤝
Come find us at booth #927 to see how Wealth.com is helping advisors deliver estate planning to every client.
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Estate planning rarely makes the priority list for new parents. It should.
@TKopelman + our Senior Counsel Lisa Weigel break down what advisors need to know. 👇🧵
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Estate planning seminars spark great client conversations, but most firms struggle to convert interest into lasting relationships.
Join us + AcquireUp on June 3 at 10AM PT / 1PM ET to learn how top advisors turn events into a growth engine.
RSVP: wealth.com/resources/webinar…
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Divorce can unravel even the most carefully built estate plan.
On the latest episode of The Practical Planner, our hosts break down how divorce impacts trusts, beneficiary designations, long-term planning, and what advisors need to watch for.
From ethical complexities to protecting beneficiaries, this episode delivers practical guidance for every stage.
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🎧 Tune in now wealth.com/resources/podcast…
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We’re proud to sponsor @wealth_mgmt’s Spring GrowthTech Summit!
Join Wealth.com + Zocks for: “Specialized Planning in Practice: Turning Tax and Estate Needs Into Action”
We’ll discuss how advisors can turn complex tax + estate planning conversations into actionable client recommendations.
🎓 CFP® CE eligible
🕒 2:00 PM ET
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Join us for our latest webinar with Emily Rassam as we explore how advisors can approach these moments with clarity, confidence, and care.
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We're honored to be recognized by the @FinancialTimes as the Best Supplier for Trust and Estate Technology in the U.S. at the 2026 PWM Awards.
This award is a testament to the incredible work of our team and to the advisors around the country who partner with us to raise the bar. 🚀
@FT_PWM
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Estate planning isn’t just a service—it’s a serious growth lever for modern advisory firms.
Here’s why 👇
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We’re teaming up with @FMG to show advisors how to turn estate planning conversations into real business impact.
Join our live workshop: Estate Planning as a Growth Strategy
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Today we announced a $65M oversubscribed Series B.
We believe wealth management is being rebuilt in real time.
What comes next changes how advice is delivered. 👀
Tomorrow at 8:00AM ET we're sharing a major announcement.
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Tax Planning is live on Wealth.com, and we’re just getting started. 🚀
Join our upcoming webinar to see how advisors are seamlessly integrating tax planning into their workflows at scale.
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Save your spot. 👇
wealth.com/resources/webinar…
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Wealth.com Tax Planning is now available.
Powered by Ester AI, advisors can upload a client’s 1040 and transform tax documents into structured analysis, side-by-side comparisons, and client-ready outputs, including:
• Roth conversions
• Relocation analysis
• Equity compensation strategies
• Federal and state tax impacts
• Client-ready visual reports
No spreadsheets. No prep work. No switching tools.
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Charitable planning is evolving.
With OBBBA, both the rules and the opportunities around giving have shifted.
What advisors should know:
🔹 New deduction limits are changing tax efficiency
🔹 Higher estate exemptions are reshaping strategy
🔹 Timing + tools like QCDs matter more than ever
Advisors who adapt can unlock new opportunities for clients.
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Join us for an upcoming webinar with Jamie Hopkins (@RetirementRisks) , one of the leading voices in retirement & tax planning.
We’ll dive into practical strategies to help advisors better guide clients through retirement.
