Wealth.com has launched Wealth.com Tax Planning, a new solution designed to unify tax planning, estate strategy, and execution workflows within a single platform for wealth management firms. The announcement was made during the keynote address at Wealth.com’s inaugural EstateCon, which was delivered to both an in-person audience and over 1,000 virtual attendees nationwide. This platform enhancement aims to address the fragmentation of tools and disconnected workflows advisors face when managing complex client financial lives, including multi-state residency, concentrated equity, Qualified Small Business stock considerations, advanced trusts, and evolving tax legislation.
Rafael Loureiro, co-founder and chief executive officer of Wealth.com, stated, “Tax planning and estate planning are inseparable parts of a holistic financial plan, yet the industry has historically treated them as disconnected disciplines. 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.”
Wealth.com Tax Planning enables advisors to model forward-looking tax strategies and understand their impact on estate outcomes, gifting capacity, charitable planning, and long-term family legacy. The platform connects tax decisions to multigenerational outcomes rather than optimizing for a single tax year. Key capabilities include multi-state tax scenario modeling with side-by-side comparisons, guided planning workflows via “Quick Actions,” natural-language data capture from advisor and client inputs, and client-ready reporting delivered through a secure client portal.
Danny Lohrfink, co-founder and chief product officer of Wealth.com, commented, “Advisors don’t think about tax planning, estate planning and execution as separate workflows. They think in terms of outcomes for real families. 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.” Tax Planning is integrated directly within the Wealth.com platform and will be available on April 2, 2026.
In conjunction with the new platform, Wealth.com also unveiled advancements to Ester®, its proprietary AI engine. Ester now analyzes federal and state tax documents alongside estate documents and trust provisions to identify risks, conflicts, and future-state implications across a client’s plan. These insights are utilized in Wealth.com’s redesigned Report Builder, allowing advisors to create planning narratives that link tax decisions to estate outcomes, funding gaps, and long-term legacy considerations.
Additional execution-focused capabilities introduced include Mobile Notary, which allows advisors or clients to engage a notary public directly within Wealth.com for same-day document execution and digital upload. Nationwide Deed Preparation is now available in all 50 states through a partnership with Dec Law, simplifying trust funding for real property at a flat rate of $175 per deed, plus recording fees. Advisors and clients can track deed status and transfers within the platform.
Wealth.com also announced new integrations to streamline workflows. These include Goldman Sachs Custody Solutions, allowing advisors to open and fund trust accounts directly within Wealth.com by automatically extracting trust data. Integrations with Jump and Zocks sync meeting intelligence to reflect advisor conversations, notes, and action items across estate and tax planning workflows. An integration with Arch aggregates complex client financial data, including K-1s and alternative investment holdings, to provide richer context within Wealth.com. These integrations are intended to further position Wealth.com as a system of record for tax, estate, and legacy planning.
During EstateCon, Wealth.com reported continued growth across enterprise and independent advisor channels, including expanded firm-wide deployments. The company also announced plans to open a New York City office in February 2026. To engage advisors directly, Wealth.com will conduct the Wealth.com Tax Tour, with stops planned in 20 cities throughout 2026.
Wealth.com operates as an estate and tax planning platform designed for wealth management firms. It provides an end-to-end platform for scaling estate and tax planning with efficiency and consistency, utilizing proprietary AI, enterprise-grade security, and legal and tax expertise. The company has received recognition for innovation, including awards at the 2025 WealthManagement.com Industry Awards and top market share in the 2025 Kitces AdvisorTech Study.
