Estate planning tech platform Wealth.com recently announced the launch of a major expansion to its offerings—Wealth.com Tax Planning—which purports to unify tax planning, estate strategy and execution workflows within a single platform for advisors.
As advisors navigate increasingly complex client lives, fragmented tools and disconnected workflows can struggle to keep pace. Wealth.com Tax Planning aims to help close these gaps by connecting tax strategy, legal intent and execution into a single integrated system. As such, Tax Planning is embedded directly within the Wealth.com platform, ensuring tax strategies remain continuously connected to trusts, legal documents and execution workflows
“Tax planning and estate planning are inseparable parts of a holistic financial plan, yet the industry has historically treated them as disconnected disciplines,” said Rafael Loureiro, co-founder and chief executive officer of Wealth.com.
Danny Lohrfink, co-founder and chief product officer of Wealth.com, further explained that the platform is built around embracing the concept of advanced planning, with tax and estate planning working hand in hand.
“The industry is coming around to the fact that to compete, you need to offer the family office experience; estate and tax planning are quickly becoming table stakes,” he said.
The new tools, which officially launch on April 2, will enable advisors to model forward-looking tax strategies while understanding their downstream impact on estate outcomes, gifting capacity, charitable planning and long-term family legacy. Rather than optimizing for a single tax year, the platform connects tax decisions to multigenerational outcomes.
Tax Planning will offer multi-state tax scenario modeling with side-by-side comparisons, guided planning workflows and natural-language data capture from advisor and client inputs.
Its AI capabilities will be powered by Wealth.com’s recently upgraded proprietary AI, Ester. It now analyzes federal and state tax documents alongside estate documents and trust provisions to surface risks, conflicts and future-state implications across a client’s plan.
These insights power Wealth.com’s redesigned Report Builder, enabling advisors to deliver clearer, more actionable planning narratives that connect tax decisions to estate outcomes, funding gaps and long-term legacy considerations.
Lohrfink is particularly excited about the flexibility to tackle problems in the new world of AI that the integration of Ester from the ground up offers.
“We’re one of the first major tax planning solutions born after the introduction of large language models,” he said. “Ester has created over 100,000 estate plans and read and evaluated over 150,000 planning docs and counting. But she’s not training on these documents in the traditional AI sense; they aren’t just being added to a database to be drawn from but leveraged in an anonymous way to expose Ester to different types of plans.”
Despite all this talk of unifying planning disciplines, access to the estate and tax planning tools on the platform is available for separate purchase (the unsubscribed half remains on the platform but can’t be accessed). And, interestingly, the pricing models are slightly different for each. The existing estate planning offerings will continue to operate on an annual subscription model, with the core package costing roughly $5,000 a year and the upgraded family office package costing $7,500. Access to the tax planning tools, however, will be on a household pricing model with volume-based discounts. For example, an 80-household package would run roughly $1,785 annually.
“You can use either to best fit your practice, but we view them as compound products, which strengthen each other when used in tandem,” Lohrfink said.
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