Wealth.com Bolsters Legal Team With Addition of Kathy Wunderli as Head of Private Wealth
Most recently, Wunderli was a partner in the Private Wealth Group at Willkie Farr & Gallagher LLP, based in Los Angeles, where she advised clients on a range of complex legal issues, including premarital and post-marital agreements, cross-border estate planning, and the administration of trusts and estates.
'The legal team at wealth.com is second to none in the digital estate planning space,' says Wunderli. 'We have the ability and experience to revolutionize the estate planning experience by blending the best of technology, legal knowledge, and artificial intelligence to benefit clients and their personal planning team. I am excited to be part of this legal team and support wealth.com in transforming the estate planning industry by pushing it into the modern era.'
Wunderli has received noteworthy recognition for her legal work on behalf of her clients and contributions to the legal community. She was named to Variety's 2023 Legal Impact Report and earned a spot on the Hollywood Reporter's 2022 list of Power Lawyers: Troubleshooters. Additionally, she was recognized as one of Los Angeles Times' Inspirational Award nominees in 2024. Outside of her legal practice, Wunderli is deeply committed to advocacy and mentorship. She serves on the Board of the California Women's Law Center, co-founded CHAI (Community Hope Action Initiative), a grassroots organization dedicated to uplifting and inspiring individuals to take bold action to improve their communities and the world. During her time at Willkie, she led mentoring initiatives within Willkie's West Coast offices to foster an inclusive workplace culture. Additionally, Wunderli has made significant contributions to her community, having founded Redondo's 'Battle of the Books,' a reading program enjoyed by hundreds of children each year.
'I could not be more excited that Kathy is joining our team,' says Anne Rhodes, chief legal officer at wealth.com. 'Today, wealth.com has established a foothold in the digital estate planning industry, and 2025 is about supercharging the products that we offer to advisors who have ultra high net worth clients. These are clients who engage in the most complex wealth transfer strategies. They rely on the most technically sophisticated wealth managers, attorneys, and more. With Kathy on board, we're even better positioned to deliver trusted and innovative software solutions that match the level of sophistication required by your most important clients.'
To learn more about wealth.com's advanced, end-to-end estate planning platform, please visit www.wealth.com.
Wealth.com is the industry's leading estate planning platform, empowering 500+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, wealth.com was honored by WealthManagement.com as the 'Best Technology Provider' in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.
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SOURCE: wealth.com
Copyright Business Wire 2025.
PUB: 02/11/2025 09:08 AM/DISC: 02/11/2025 09:08 AM
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