Wealth.com

Save your spot today! 👇wealth.com/resources/webi…

In Your Retirement Sketchbook, you’ll get real-world insights you can apply right away. Plus this session is eligible for CFP® CE credit.

Join us for an upcoming webinar with Jamie Hopkins (@RetirementRisks) , one of the leading voices in retirement & tax planning. We’ll dive into practical strategies to help advisors better guide clients through retirement.

Advisors are speaking. And we’re listening. The 2026 T3 / Inside Information Software Survey shows: 🌟 Estate Planning Software All-Star 🚀 Market share doubled YoY 🏆 Category leader in purpose-built estate planning And we’re just getting started 👀 Next category to watch: Tax Planning.

We’ll cover how firms can: • Eliminate manual data entry and cut down back-and-forth • Deliver a more connected client experience • Turn conversations into actionable estate plans • Scale estate planning without adding operational drag Save your spot. 👇 wealth.com/resources/webi…

Estate planning is powerful on its own. But when it’s seamlessly connected to the rest of your tech stack? That’s when it becomes transformational. Join us for an upcoming webinar with Jump to see how Wealth.com + Jump power smarter, more streamlined estate planning for modern advisory firms.

Chris brings deep institutional rigor and real-world expertise to our platform as we continue building the most advanced estate and tax planning technology in wealth management. Read the full announcement. 👇 wealth.com/resources/pres…

Chris joins us from McDermott Will & Schulte, where he advised UHNW families and international clients on complex estate & tax planning matters. He also teaches Trusts & Estates Planning at Stanford Law and serves as Managing Editor of International Estate Planning (LexisNexis/Matthew Bender Elite).

Big news today 👇 We’re proud to welcome nationally recognized trusts & estates attorney Chris Nason to Wealth.com as our new Head of Private Wealth.

Swing by Booth 309 to: ☑️ Grab your copy of the Living Legacy Report ☑️ See our Tax Planning experience in action ☑️ Pick up a custom t-shirt ☑️ Join our After-Tax Happy Hour (March 9) ☑️ Connect with our team about scaling estate + tax planning across your firm See you in Miami!

Tax planning and estate planning aren’t side conversations anymore — they’re core to delivering modern, comprehensive advice. At Wealth.com, we’re building the tools that help firms bring it all together, seamlessly and at scale.

We’re heading to Future Proof Citywide next week 🌴 If you’ll be there, stop by Booth #309. We’ll have copies of our Living Legacy Report and a live Tax Planning demo with our Co-Founder & Chief Product Officer.

We’re heading to the RFG Advisory Growth Retreat on March 9-11! 🚀 We’re excited to connect with forward-thinking advisors about: - Smarter, more modern approaches to estate planning - Integrating tax planning conversations into your client experience - What the future of advisor-led planning looks like and how to stay ahead of it If you’re focused on delivering more comprehensive planning in 2026, stop by and say hello!

Learn more here.

Learn more. wealth.com/resources/pres…

Legacy isn’t just about what gets passed down. It’s about how it’s shaped, experienced, and felt long before then. Our Living Legacy Report with @TheCompoundNews explores how advisors and families are redefining legacy planning in a changing financial landscape, and the trends you need to lead with confidence. From rising expectations around multigenerational planning to modern tools that connect tax + wealth strategy, we break down what matters most for families preparing for tomorrow. Download the full report 👇 wealth.com/resources/whit…

$124 TRILLION is moving. Not “someday". Right NOW. Nearly 50% of clients plan to give while living. Advisors engaging the entire household report stronger next-gen retention. Those who don’t? Leaving growth on the table.👀 Our 2026 Living Legacy Report with @WeAreWealth breaks down how leading firms are scaling legacy planning with tech + automation.👇 Download the full report here: 🗞️wealth.com/resources/whit…

We’re heading to Miami Beach ☀️ In two weeks, the Wealth.com team will be at Future Proof Citywide and we’re bringing the heat to Booth #309. Stop by for: 👕 Custom t-shirts 🛹 Skatedecks 🍹 After-tax Happy Hour at the booth (on March 9) 📊 A live Tax Planning demo See you in Miami!

Here’s what makes Wealth.com Deed Prep different: ✅ Fully client-led ordering + credit card payment ⚡ 2-week standard turnaround + 48-hour rush option 📄 Recorded in weeks, without the time and cost of outside counsel

🚀 Introducing Deed Prep: trust funding made simple. A trust isn’t complete until it’s funded, and deed transfers are often the step that slows everything down. With Deed Prep, clients can fund their trusts in minutes with zero administrative lift for your firm.