Wealth.com

The industry-leading estate planning platform for wealth management, where technology, AI, and attorney expertise come together to protect every legacy.

[Wealth.com @WeAreWealth]

Listen to the full conversation here 👇
https://t.co/SQ0sQpHfvo

[Wealth.com @WeAreWealth]

Estate planning rarely makes the priority list for new parents. It should.

@TKopelman + our Senior Counsel Lisa Weigel break down what advisors need to know. 👇🧵

[Wealth.com @WeAreWealth]

It's not one-and-done.

Plans need to evolve as families grow. The first plan is a starting point, not a finish line.

[Wealth.com @WeAreWealth]

Estate planning seminars spark great client conversations, but most firms struggle to convert interest into lasting relationships.

Join us + AcquireUp on June 3 at 10AM PT / 1PM ET to learn how top advisors turn events into a growth engine.

RSVP: https://t.co/VRnNv50aEd

[Wealth.com @WeAreWealth]

🎧 Tune in now https://t.co/GvV1bkD6dS

[Wealth.com @WeAreWealth]

Divorce can unravel even the most carefully built estate plan.

On the latest episode of The Practical Planner, our hosts break down how divorce impacts trusts, beneficiary designations, long-term planning, and what advisors need to watch for.

From ethical complexities to protecting beneficiaries, this episode delivers practical guidance for every stage.

[Wealth.com @WeAreWealth]

@wealth_mgmt Register 👇
https://t.co/4PFCF6re6L

[Wealth.com @WeAreWealth]

We’re proud to sponsor @wealth_mgmt’s Spring GrowthTech Summit!

Join https://t.co/4jEzkpeYfW + Zocks for: “Specialized Planning in Practice: Turning Tax and Estate Needs Into Action”

We’ll discuss how advisors can turn complex tax + estate planning conversations into actionable client recommendations.

🎓 CFP® CE eligible
🕒 2:00 PM ET

[Wealth.com @WeAreWealth]

Save your spot 👇
https://t.co/ksWkp6StFJ

[Wealth.com @WeAreWealth]

Join us for our latest webinar with Emily Rassam as we explore how advisors can approach these moments with clarity, confidence, and care.

[Wealth.com @WeAreWealth]

We'll cover:
• How to guide clients through estate planning conversations without fear-based tactics
• Ways to make planning feel proactive, not reactive
• Practical strategies to build trust while addressing sensitive topics

[Wealth.com @WeAreWealth]

We're honored to be recognized by the @FinancialTimes as the Best Supplier for Trust and Estate Technology in the U.S. at the 2026 PWM Awards.

This award is a testament to the incredible work of our team and to the advisors around the country who partner with us to raise the bar. 🚀

@FT_PWM

[PWM @FT_PWM]

For the first time, we expanded the categories for suppliers serving the wealth tech community. These categories were judged by a dedicated panel of senior leaders from private banks. Here are the winners. Congratulations to all. #WealthTechAwards
@Addepar, Amundi Technologies, @arta_finance, CanoeAI, Canopy Pte Ltd, Communify, d1g1t, Expersoft Systems AG, @FinMasonInc, First Rate, Inc., Flanks, Intellect Design Arena, @MasttroUS , OneVest Technologies inc., @OxfordRiskLtd, Prometeia, @Titanbay_ltd, @WeAreWealth, @Zeidler_Group

[Wealth.com @WeAreWealth]

Plus, you’ll get an estate planning checklist to put it all into action.

👇 Save your spot: https://t.co/NfeNeqFrZY

[Wealth.com @WeAreWealth]

Estate planning isn’t just a service—it’s a serious growth lever for modern advisory firms.

Here’s why 👇

[Wealth.com @WeAreWealth]

In this session, you’ll learn how to:

➕ Start better prospect conversations
➕ Strengthen your value prop
➕ Run campaigns that drive engagement
➕ Build multi-generational relationships