Wealth.com announced an enterprise agreement with Dynasty Financial Partners to integrate its AI-powered estate and tax intelligence technology, Ester, into Dynasty Desktop. The partnership will bring Wealth.com’s Ester AI as a Service to Dynasty’s national network of independent advisory firms, expanding access to automated estate document analysis and planning insights.
The integration embeds Wealth.com’s AI capabilities directly into Dynasty’s platform, allowing advisors to analyze estate and tax documents within their existing workflow. The technology automatically extracts key information from complex legal documents and converts it into structured insights that advisors can use to plan client conversations.
Through the rollout, Dynasty advisors will gain access to an Estate and Tax Agent within the firm’s AI virtual assistant. The agent evaluates estate plans against client data such as financial accounts, documents, meeting notes, emails, and CRM updates. When life events or structural changes occur that could affect an estate plan, the system surfaces insights so advisors can review plans before potential issues arise.
The initiative reflects a broader effort to move estate planning from static documentation toward continuous monitoring. Traditional estate plans are typically created at a single point in time, but client circumstances frequently change due to events such as marriages, divorces, business exits, or shifts in financial priorities.
Dynasty plans to deploy the capability across its network of more than 600 advisors overseeing more than $125 billion in assets. Advisors will be able to generate AI-powered summaries of estate and tax documents directly inside Dynasty Desktop, helping them interpret legal structures and guide clients through planning decisions related to wealth transfer, tax strategy, and legacy planning.
The integration also allows advisors serving high-net-worth and ultra-high-net-worth families to adopt Wealth.com’s broader planning platform. That platform supports scenario modeling, estate document creation, and visual reporting tools designed to help advisors present complex planning strategies to clients.
Wealth.com said the partnership represents the first external integration, contributing a dedicated agent to Dynasty’s AI ecosystem. Dynasty’s AI suite includes specialized agents covering areas such as CRM intelligence, financial data analysis, billing oversight, document retrieval, research, client communications, and financial planning.
The announcement follows Wealth.com’s recent launch of an integrated tax planning platform that connects tax modeling, estate planning strategy, legal document generation, and trust funding workflows within a single system. By embedding Ester’s intelligence directly within Dynasty’s operating environment, the company aims to bring estate and tax planning insights closer to financial advisors’ day-to-day workflows.
Dynasty noted that the partnership will support its ongoing effort to provide independent advisors with advanced planning tools typically associated with large institutional firms, particularly for advisors serving high-net-worth and ultra-high-net-worth clients.
KEY QUOTES:
“This partnership reflects our continued commitment to equipping independent advisors with institutional grade capabilities to service the most complex and detailed needs of their UHNW clients. We are giving every advisor in our network a stronger foundation for comprehensive planning. For our advisors serving complex families, expanded access to Wealth.com’s platform ensures they can deliver deeper, scenario based guidance at scale.”
Shirl Penney, Founder And Chief Executive Officer, Dynasty Financial Partners
“At a time when advisors are expected to deliver increasingly sophisticated guidance, estate and tax intelligence cannot live in silos. Dynasty is taking a leadership position by embedding AI powered document insight across its network while enabling advanced modeling and execution for complex needs. This is about operationalizing planning in a way that strengthens relationships and supports long term growth.”
Tim White, Co-Founder and Chief Growth Officer, Wealth.com
