Wealth.com Announces Inaugural Estate Planning Conference
Attendees will gain access to top-tier insights from a roster of leading experts and thought leaders who are shaping the future of estate planning and finance. By establishing a dynamic platform for estate planning education, Wealth.com is setting a new standard for professional development in the wealth management space. The Estate Planning Conference will further empower advisors to integrate estate planning with confidence and help firms meet evolving client needs while deepening trust and value. It is open to all financial professionals with firms of any size and all affiliations. For those unable to attend in person, Wealth.com will share select sessions and key takeaways online, helping to ensure the educational impact reaches the broader industry.
'Estate planning deserves a place at the center of advisor education,' said Dan Bolton, head of marketing at Wealth.com. 'That is why we are dedicating significant resources to make The Estate Planning Conference the premier event of its kind. Attendees can expect sessions led by global leaders, unmatched opportunities to collaborate with peers and an experience designed to inspire long after the conference ends.'
This announcement builds on a period of rapid momentum for Wealth.com, which now serves as the preferred estate planning platform for more than 1,000 wealth management firms. Following its successful Series A funding round, led by Google Ventures in late 2024, Wealth.com attracted backing from Schwab, which continues to fuel its evolving platform. Earlier this year, the company unveiled its Scenario Builder —the industry's first all-in-one estate planning modeling tool—enabling advisors, planners and estate attorneys to evaluate the potential impacts of various strategies on a client's estate. Together, these advancements reflect Wealth.com's continued appeal as well as its commitment to meeting the growing demand for modern, scalable estate planning solutions across the wealth management landscape.
Registration for The Estate Planning Conference is available now at wealth.com/estatecon. To learn more about Wealth.com's advanced, end-to-end estate planning platform, please visit Wealth.com.
Wealth.com is the industry's leading estate planning platform, empowering 1,000+ 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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