Wealth.com announced it has launched a proprietary tax planning platform designed to bring tax and estate planning into a single, fully integrated system for wealth management advisors, expanding the company’s broader estate planning ecosystem with new planning and execution tools and additional integrations.
Announced during the keynote at Wealth.com’s inaugural EstateCon in Phoenix, the company said the new product, Wealth.com Tax Planning, is built to unify tax planning, estate strategy, and execution workflows into a single platform. Wealth.com said the event drew a sold-out in-person audience and more than 1,000 virtual attendees nationwide.
The launch targets a longstanding pain point for advisory firms that rely on fragmented tools for complex planning needs. Wealth.com said advisors are increasingly managing multi state residency, concentrated equity, Qualified Small Business stock considerations, advanced trusts, evolving tax legislation, and multigenerational planning requirements, all of which can strain disconnected workflows across tax modeling, legal documentation, and plan implementation.
Wealth.com Tax Planning is positioned as a forward-looking planning solution that ties tax decisions directly to estate and legacy outcomes. The company said the platform enables advisors to model tax strategies while simultaneously evaluating implications for gifting capacity, charitable planning, trust structures, estate outcomes, and long-term family planning. Rather than treating tax optimization as a single-year exercise, Wealth.com said it is designed to connect planning decisions to multigenerational outcomes and execution steps.
The company said the platform includes multi-state tax scenario modeling with side-by-side comparisons, guided planning workflows through “Quick Actions,” natural-language data capture from advisor and client inputs, and client-ready reporting delivered through a secure client portal. Wealth.com said tax planning is embedded directly in its platform so strategies remain connected to trusts, legal documents, and execution workflows across the planning lifecycle.
Wealth.com said the new tax planning capability will be available on April 2, 2026.
Alongside the product launch, Wealth.com also announced updates to Ester, its proprietary AI engine. The company said Ester now analyzes federal and state tax documents together with estate documents and trust provisions to identify risks, conflicts, and future state implications across a client’s plan. Wealth.com said these insights support a redesigned Report Builder intended to help advisors deliver clearer planning narratives that connect tax decisions to estate outcomes, funding gaps, and legacy considerations.
Wealth.com also introduced new execution focused capabilities aimed at reducing friction in document completion and trust funding. The company said a new Mobile Notary feature enables advisors or clients to engage a notary public directly within Wealth.com, supporting same day document execution and automatic digital upload. Wealth.com also said it has expanded Nationwide Deed Preparation to all 50 states through a partnership with Dec Law, offering deed preparation at a flat $175 per deed plus recording fees, while allowing advisors and clients to track deed status and transfers within the platform.
To further streamline advisory workflows, Wealth.com announced several new integrations across its ecosystem. The company said a new integration with Goldman Sachs Custody Solutions allows advisors to open and fund trust accounts directly within Wealth.com for accounts held at GSCS, using trust data extraction to reduce manual data entry and increase visibility into onboarding status for complex trust structures and estate plans. Wealth.com also announced integrations with Jump and Zocks to sync meeting intelligence so advisor conversations, notes, and action items flow into estate and tax planning workflows. In addition, the company said an integration with Arch will aggregate complex client financial data, including K 1s and alternative investment holdings, to provide richer context within Wealth.com.
Wealth.com said the integrations support its aim to serve as a system of record for tax, estate, and legacy planning.
The company also highlighted what it described as continued growth across enterprise and independent advisor channels, including expanded firm-wide deployments and approvals. Wealth.com said it plans to open a New York City office in February 2026 to expand its physical presence.
To support the adoption of the new platform, Wealth.com announced a Wealth.com Tax Tour with planned stops in 20 cities throughout 2026.
KEY QUOTES
“Tax planning and estate planning are inseparable parts of a holistic financial plan, yet the industry has historically treated them as disconnected disciplines,” said Rafael Loureiro, co-founder and chief executive officer of Wealth.com. “Advisors are being asked to do more, with greater precision and accountability. We built Wealth.com Tax Planning to move beyond calculating a tax bill and toward architecting a client’s future. It is the difference between optimizing a moment and compounding a lifetime.”
Rafael Loureiro, Co-Founder and Chief Executive Officer, Wealth.com
“Advisors don’t think about tax planning, estate planning and execution as separate workflows. They think in terms of outcomes for real families,” said Danny Lohrfink, co-founder and chief product officer of Wealth.com. “We built Wealth.com Tax Planning to reflect how advice is actually delivered, connecting tax decisions to legal structures and execution in one continuous system. This gives advisors confidence that what they plan is what ultimately gets implemented.”
Danny Lohrfink, Co Founder and Chief Product Officer, Wealth.com
