Wealth.com

NEWS: Wealth.com has been selected as the exclusive estate planning provider for Osaic’s National Planning Institute and approved for Osaic’s 11,000 financial professionals. This selection underscores Wealth.com’s role as the category leader in estate planning technology and reflects Osaic’s commitment to equipping advisors with the industry’s most advanced tools. 🚀 Osaic’s National Planning Institute has also licensed Wealth.com’s Family Office Suite™ designed to support ultra-high-net-worth and complex client needs. The suite enables collaborative planning across family members and professional teams, as well as advanced modeling for intergenerational wealth transfer and centralized governance to help families protect and grow their legacies. This collaboration brings estate planning into the center of Osaic’s advisor-client relationships, and we couldn't be more excited to support Osaic advisors as they deepen relationships, grow their practices, and deliver better outcomes for families. ➡️ Learn more about the announcement: https://lnkd.in/g2e25D2u

Advisors who treat estate planning as more than a “nice-to-have” are discovering a powerful way to deepen trust, boost retention, and unlock deeper referral networks. In our latest article, we share: - Why estate planning is becoming a must-have service - How firms are monetizing it with flexible models - Real examples of advisors turning it into a growth engine This isn’t just about compliance, it’s about differentiation and long-term client value. 👉 Read the full article here: https://lnkd.in/gGzpaudB

When it comes to estate planning, where a trust is located can be just as important as what is in it. In this episode, we unpack why trust location matters and how it can: ✔️ Maximize tax efficiency ✔️ Strengthen asset protection ✔️ Align with long-term client goals 🎧 Tune in now on your preferred podcast streaming service to learn how optimizing trust location can elevate your estate planning services. Apple: https://lnkd.in/g7r7EqN4 Spotify: https://lnkd.in/g59cF2ic YouTube: https://lnkd.in/gJyhbjzV

"Wealth.com is leveraging gen AI to speed up the process of abstracting information from existing estate plans, trusts, and wills, as well as quickly create wonderful estate plans that advisors can present to their clients as well as the sons and daughters of their clients.” We’re on a mission to reimagine estate planning, delivering modern tools that empower advisors, elevate client outcomes, and redefine what’s possible in wealth management. Honored to be mentioned in Barron’s with Jelena Zec's perspective on the future of wealth management. 🙌 https://lnkd.in/g4REdGvq

The Wealth.com team is headed to E3 Collaborate in Newport Beach, CA next week from September 28–30! 🌴 Stop by to connect with our team and hear what’s new at Wealth.com. And don't miss our 10-minute demo on the main stage, where we’ll showcase how we’re redefining estate planning for advisors and their clients. We hope to see you there! Alex Hammarth Regina Gonzalez Rey M. Julian

Our product team has been hard at work building tools that make estate planning smarter, simpler, and more scalable. This month’s releases are all about giving advisors deeper insights and clients a more seamless experience. 🙌 Here's what's new this September: 👉 𝐄𝐬𝐭𝐞𝐫® 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬: Adds advisory-level intelligence beyond summaries with guidance, next steps, and alerts. 👉 𝐀𝐝𝐯𝐚𝐧𝐜𝐞𝐝 𝐒𝐮𝐦𝐦𝐚𝐫𝐢𝐞𝐬: Deeper analysis for complex trusts, including amendment-specific details. 👉 𝐄𝐱𝐩𝐚𝐧𝐝𝐞𝐝 𝐑𝐞𝐯𝐢𝐞𝐰𝐬: Ester now reviews LLCs, Operating Agreements, and documents with amendments. 👉 𝐒𝐢𝐦𝐩𝐥𝐢𝐟𝐢𝐞𝐝 𝐃𝐞𝐞𝐝 𝐓𝐫𝐚𝐧𝐬𝐟𝐞𝐫𝐬: Clients can easily request attorney consults for deed prep. Each update is designed with advisors, clients, and firms in mind—helping you deliver clarity, confidence, and modern estate planning at scale. Read more about this month's product releases here: https://lnkd.in/gHRp3N5A

We’re proud to share that Wealth.com has been named a finalist in the 2025 ThinkAdvisor Luminaries Awards! 💫 Our team is honored to be recognized in the following categories: 🏆 Financial Planning - Industry Disruption 🏆 Financial Planning - Product or Service Innovation 🏆 Financial Planning - CEO of the Year - Rafael Loureiro 🏆 Financial Planning - CMO of the Year - Dan Bolton This recognition underscores what drives us every day: empowering financial advisors to deliver a more complete wealth experience. By bringing modern estate planning technology directly into advisors’ workflows, we’re helping firms deepen client trust, strengthen relationships across generations, and differentiate their value in an evolving marketplace. We’re humbled to be in the company of so many innovators pushing the industry forward. Congratulations to all the 2025 Luminaries nominees! https://lnkd.in/eXcK2NQM

Advisors know: estate planning questions rarely stop at the federal threshold. They get local fast. On the latest Practical Planner Podcast, our hosts unpack the client questions you field most, with a state-by-state lens that actually maps to real planning: • When probate applies • Homestead rules that help (and sometimes hurt) • Medicaid vs. Medicare nuances that impact asset transfers • Estate vs. inheritance taxes across states If you’re guiding clients across state lines, this episode gives you practical scripts, context, and next steps to protect assets for the next generation. 🎧 Listen below.  Apple: https://lnkd.in/gpBDaSbd Spotify: https://lnkd.in/gYsQtAUe YouTube: https://lnkd.in/g5HwVWft

The energy from Future Proof Festival is still going strong. 👏 Our Co-Founder and Chief Growth Officer, Tim White, sat down with Scott Martin, Managing Editor at The Wealth Advisor, to talk about one of the most meaningful aspects of a client’s financial journey, and a key growth driver for advisors: modern estate planning. In this conversation, Tim highlights how Wealth.com equips advisors to deliver estate planning solutions for clients across all levels of wealth. Watch the full interview below. 👇

☀️ As summer winds down, we’re taking one last look back at our Summer 2025 Product Launch. This season, we delivered powerful updates to help advisors stay ahead of constant change: ✔️ Real-time legal & tax logic updates to ensure accuracy with every exemption and calculation. ✔️ Enhanced workflows & integrations for smoother estate planning and reporting. ✔️ AI-powered tools designed to scale modern legacy planning. At Wealth.com, we don’t just react to legislation. We build on it. Every update flows seamlessly into the tools you rely on most, so you can stay focused on your clients. Innovation doesn’t take a season off, and neither do we. 🚀 👉 Want to revisit our Summer 2025 Product Launch? Watch the full video here: https://lnkd.in/gHSPdb4M