Wealth.com

Wealth.com now connects to Claude, and on October 15, we’re going to show you exactly how it works. We’ll cover: - 𝐇𝐨𝐰 𝐭𝐨 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 𝐢𝐭: Set up Wealth.com with Claude and get up and running. - 𝐇𝐨𝐰 𝐢𝐭 𝐰𝐚𝐬 𝐛𝐮𝐢𝐥𝐭: Go behind the scenes on how we built the connection to bring trusted estate and tax planning data into Claude securely. - 𝐇𝐨𝐰 𝐭𝐨 𝐩𝐮𝐭 𝐢𝐭 𝐭𝐨 𝐰𝐨𝐫𝐤: See it in action with the questions advisors actually ask between client meetings. We’ll connect an account live, walk through the experience, and show you what you can do with it. ➕ Plus, every registrant gets a guide with sample prompts and workflows to start using right away. Register now 👉https://lnkd.in/gxmxC_R3

Sixteen events. Coast to coast. One month. September was a sprint, and the Black and Teal showed up for every mile of it. 🏃♀️🏃 From Future Proof Festival to award shows, client gatherings, and industry events across the country, our team logged the miles, set up the booths, connected with advisors, talked estate and tax planning, and shared what’s next for the modern advisory practice. This is what it’s all about: connecting with great people who are doing incredible work for their clients every day. Here’s to an unforgettable September. And we’re not slowing down. The Wealth.com World Tour continues with 15 more events in October! 🩵🖤

New on the blog: 𝐇𝐨𝐰 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬 𝐂𝐚𝐧 𝐁𝐮𝐢𝐥𝐝 𝐚 𝐅𝐚𝐦𝐢𝐥𝐲 𝐌𝐢𝐥𝐞𝐬𝐭𝐨𝐧𝐞𝐬 𝐏𝐫𝐨𝐠𝐫𝐚𝐦 When a client's kid turns 18, it's a planning moment most firms miss. That birthday means the young adult can't legally be treated as a minor anymore, and things like health care decisions suddenly need their own documentation. Advisors who catch this moment early get more than a checkbox. They get: ✔️ A natural, no-pressure way to meet the next generation ✔️ A repeatable, named benefit clients can actually see and remember ✔️ The start of a relationship that isn't tied to assets or a sales pitch The advisors thinking beyond this quarter's AUM are the ones building programs like this now. Read the full breakdown here👇 https://lnkd.in/g5nn6V5i

Wealth Management 2026 Industry Awards Winner: Wealth.com Mobile Notary and Deed Transfer Service Wealth.com’s Mobile Notary and Deed Transfer service solves a practical problem that often undermines estate planning: completed documents still need to be signed, witnessed, notarized, and, when real estate is involved, funded into trust. Learn more: http://spr.ly/6048BGcChy #wealthies #wealthmanagementindustryawards

Clients rarely stay stuck with a trustee they've outgrown, even when the document looks like it locks them in. On this episode of The Practical Planner, Thomas Kopelman and Anne Rhodes cover why clients change trustees, the mechanisms available depending on the document, and a state tax detail worth knowing if a trust is sitting in California. Revocable or irrevocable, there's usually more room to work with than it first appears. Listen to the full episode below. 🎙️ https://lnkd.in/gdW77bmp

Onsite at Future Proof, Wealth.com Co-Founder and Chief Growth Officer Tim White sat down with The Daily Upside to talk about the role AI will play in wealth management, how advisors can put it to work, and why the best technology should help advisors spend more time where they matter most: with their clients. Catch the full conversation 👇 https://lnkd.in/erib9Fwt

Your client's business isn't just an asset. It's their income, their retirement plan, their legacy, and often their family's employment, all at once. That's exactly why estate planning for business owners can't be a standard will-and-trust engagement with a company interest tacked on. A business carries value that doesn't always transfer together 💰 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐯𝐚𝐥𝐮𝐞 🗳️ 𝐕𝐨𝐭𝐢𝐧𝐠 𝐜𝐨𝐧𝐭𝐫𝐨𝐥 💼 𝐄𝐦𝐩𝐥𝐨𝐲𝐦𝐞𝐧𝐭 ⚙️ 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐢𝐭𝐲 🏛️ 𝐅𝐚𝐦𝐢𝐥𝐲 𝐦𝐞𝐚𝐧𝐢𝐧𝐠 A plan can hit one of these and miss the rest. Transfer the equity and damage the company. Protect the company and shortchange the heirs. The fix isn't more documents. It's treating the personal estate plan, succession plan, valuation, liquidity strategy, and tax plan as one connected system, not five separate conversations. That's where advisors create real value: as the integrator who keeps every specialist working from the same facts toward the same outcome. Read the full breakdown, including the 6 questions every advisor should be asking business-owning clients: https://lnkd.in/gzA5DtSS

We’re proud to have won Best Research Report and Best Podcast at the 2026 Citywire Awards. 🏆 🏆 Everything we create starts with one question: Will this help advisors better serve their clients? These awards recognize the team behind two initiatives built with that purpose in mind. Thank you to Citywire for the honor, and to everyone who brought them to life. Want to check them out? ➡️ Living Legacy Report: https://lnkd.in/dGNdcgFh ➡️ Practical Planner Podcast: https://lnkd.in/ehbFD6q7

95% of advisors on Wealth.com told us they're already using AI — and for a third of them, Claude is the primary tool. Today, that tool speaks Wealth.com's language too. Advisors can ask Claude directly about a client's estate plan or tax return and get an answer grounded in Wealth.com's own calculations, cited back to the exact document it came from. And that's just one piece of what shipped this September. Here’s everything else: 📝  𝗦𝗶𝗺𝗽𝗹𝗲𝗿 𝗰𝗹𝗶𝗲𝗻𝘁 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻 𝗰𝗿𝗲𝗮𝘁𝗶𝗼𝗻: a smarter Will vs. Trust quiz, and easier paths to POAs, health care directives, and notarization. 🤝 𝗢𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝘁𝗿𝘂𝘀𝘁𝗲𝗲 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽: LPL clients can now name LPL's Private Trust Company right in the trust drafting flow, no extra paperwork. 📊 𝗧𝘄𝗼 𝗻𝗲𝘄 𝗰𝗮𝗹𝗰𝘂𝗹𝗮𝘁𝗼𝗿𝘀 (𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗧𝗮𝘅 𝗮𝗻𝗱 𝗘𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝗱 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝗶𝗼𝗻): now built into the Reports slide library. 🧮 𝗦𝗵𝗮𝗿𝗽𝗲𝗿 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴: new scenario types for catch-up contributions, HSAs, estimated payments, and more. ⚡ 𝗙𝗮𝘀𝘁𝗲𝗿 𝗼𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴: full book import from Salesforce and Redtail, plus quicker eMoney and Advyzon syncing. More connected to the tools you already use. More confident in every plan you build. Catch the full breakdown here: https://lnkd.in/gcAiEbfq

Year 1 sold out. Year 2 is almost there. Fewer than 100 registrations remain for EstateCon 2027. ⚡️ Advisors, industry leaders, and some of the brightest minds in wealth management, all in one place to share ideas, sharpen strategies, and push the industry forward. Take a look back at some of our favorite moments from this year’s EstateCon, then secure your spot for 2027 before we sell out again. See you in the desert. 🌵 https://lnkd.in/gt_txfM6 #EstateCon2027