Wealth.com Launches Integrated Tax & Estate Planning Platform

Wealth.com. (2026, January 27). Wealth.com Launches Integrated Tax & Estate Planning Platform. https://www.wealth.com/resources/press/wealth-com-launches-tax-planning/

• Wealth.com announced the launch of a next-generation tax planning solution that unifies tax strategy, estate planning, and execution workflows into a single platform for financial advisors.

• The platform addresses complex client needs such as multi-state residency, concentrated equity positions, and advanced trust structures within a unified interface.

• Key features include multi-state tax scenario modeling, intuitive "Quick Actions" for guided workflows, and natural-language data capture to streamline client intake.

• The system enables advisors to model forward-looking tax strategies to understand their downstream impact on estate outcomes, gifting capacity, and long-term family legacy.

• Wealth.com also introduced major advancements to its Ester® AI engine, which now analyzes tax and estate documents simultaneously to identify planning risks and conflicts.

• New execution-focused capabilities such as Mobile Notary services and nationwide deed preparation have been integrated to ensure planning leads directly to implementation.

• The Wealth.com Tax Planning suite is scheduled for official release on April 2, 2026, and features new integrations with firms like Goldman Sachs, Jump, and Zocks.

Knote: When Wealth.com paid seven-figures to secure their domain name, I admit that I scratched my head a bit wondering why they didn't save a lot of money and go with something more targeted at their core business of estate planning. But it appears that they are growing into the url and may end up being that Family Office as-a-Service platform that advisors need.