&Partners has selected Wealth.com as its enterprise-wide estate planning platform, giving more than 100 advisors access to technology designed to help review estate documents, visualize estate plans, identify planning gaps and opportunities, create client-ready reports and guide clients through the estate planning process.
The firmwide rollout is intended to make estate planning a more consistent part of the ongoing advice relationship across &Partners’ growing hybrid broker-dealer and RIA platform.
&Partners selected Wealth.com following a competitive evaluation of estate planning technology.
The firm cited Wealth.com’s breadth of capabilities, advisor and client experience, visualizations, enterprise security, scalability and implementation support as key factors in the decision.
The platform will allow &Partners advisors to more easily understand how a client’s estate plan is structured and communicate complex estate relationships in a more visual format.
Advisors can also use the technology to identify gaps and planning opportunities and convert those findings into clearer next steps for clients.
The deployment is designed to connect estate planning more closely with other areas of the financial planning process, including investments, taxes, beneficiary decisions, charitable planning, gifting and legacy objectives.
Rather than treating estate planning primarily as a one-time referral to an outside attorney, &Partners intends to use the platform to make it part of an advisor’s broader and more continuous relationship with clients.
The enterprise rollout began in August 2026 and has now formally launched across the full &Partners advisor population.
Implementation includes live product education, a launch webinar, recorded enablement materials and ongoing support from Wealth.com at &Partners events.
Wealth.com also visited &Partners’ Nashville headquarters to produce advisor testimonial and training videos intended to demonstrate how estate planning technology can be incorporated into actual client conversations.
Early adoption has included advisors using the platform to evaluate their own estate plans and extending access to staff.
The companies believe that approach can help advisors become more familiar with the technology before incorporating it more broadly into client engagements.
&Partners has built its wealth management model around advisor ownership, flexibility and concierge-level support.
The firm was founded by former Wells Fargo executives and operates from Nashville, Tennessee, and St. Louis, Missouri.
Its hybrid platform combines advisor payouts and equity participation with institutional infrastructure and a collaborative advisor network.
Wealth.com provides estate and tax planning technology to wealth management firms.
Its platform combines proprietary AI, legal and tax expertise, visualization tools and enterprise-grade security to support planning needs ranging from foundational estate plans to more advanced estate and tax analysis.
The company has also expanded into tax planning, allowing wealth firms to combine estate and tax planning workflows within the same technology environment.
The &Partners deployment adds another enterprise wealth management firm to Wealth.com’s customer base as financial advisors increasingly incorporate estate and tax planning into their broader advisory relationships.
KEY QUOTES:
“Estate planning is already embedded in many of the decisions our advisors help clients make, from beneficiary designations and gifting to charitable planning and legacy goals,” said Matt Doran, partner and leader of advanced planning at &Partners. “We wanted a platform that could make those conversations more consistent and actionable without compromising the flexibility our advisors value. Wealth.com gives advisors the technology, visual clarity and support to bring estate planning into the ongoing advice relationship.”
Matt Doran, Partner and Leader of Advanced Planning at &Partners
“&Partners has built its model around combining advisor autonomy with institutional-quality support, which makes this enterprise deployment especially meaningful,” said Tim White, co-founder and chief growth officer of Wealth.com. “The best technology does more than check a box. It has to help advisors understand complexity, communicate it clearly and act on it with clients. We are proud to support &Partners with both the platform and the enablement needed to make that happen at scale.”
Tim White, Co-Founder and Chief Growth Officer of Wealth.com
