Wealth.com, an end-to-end estate planning platform designed for financial advisors, has announced a strategic relationship with LPL Financial, a wealth management firm and provider of investment and business solutions, making its platform available to LPL’s advisors and wealth planning teams.
With this direct integration, LPL Financial’s Advanced Planning Team will utilize Wealth.com’s Family Office Suite™ to manage complex estate planning requirements. This enables advisors to securely collaborate and share advanced cases within the Wealth.com ecosystem.
The platform offers LPL advisors an intuitive, advisor-first experience for modeling estate plans, generating documents, and collaborating securely with clients, all integrated into existing workflows. A key feature is Ester®, Wealth.com’s AI-powered legal assistant, which is specifically trained on estate planning documents and language. Ester reads and interprets wills and trusts, extracting crucial information and presenting it in a clear, digestible format for both advisors and clients. This technology aims to reduce manual review hours, enhance accuracy, and allow advisors to prioritize client guidance.
Tim White, Co-Founder and Chief Growth Officer at Wealth.com, stated, “This agreement reflects the growing importance of integrated, technology-forward estate planning in the client experience. We’re proud to support LPL advisors in delivering more holistic, relationship-driven wealth management.”
Tara Popernik, LPL’s EVP, Wealth Planning, added, “High-net-worth clients are asking for holistic advice, and estate planning is a critical piece of that puzzle. With Wealth.com, LPL’s advisors and home office planners can analyze and illustrate client estate plans quickly and confidently, ensuring more households have an estate plan that aligns with their legacy goals.”
The integration is part of LPL Financial’s curated network of third-party solutions, which aims to help advisors increase operational efficiency, drive growth, and deepen client relationships. Through this program, LPL advisors gain access to Wealth.com’s dynamic estate reports and a permission-based Vault system designed to centralize essential documents across generations.
Wealth.com, which empowers over 1,000 wealth management firms with modern estate planning solutions, is recognized for its tech-led, end-to-end platform built for financial institutions. The company combines proprietary AI, robust security, and deep technological and legal expertise to address a range of client needs, from foundational plans to sophisticated estate strategies. Wealth.com has received accolades including Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and securing #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. The company also plans to host its inaugural Estate Planning Conference from January 26-28 in Scottsdale.
