PHOENIX — January 27, 2026
Executive Summary
Wealth.com, a planning platform serving wealth management firms, has announced the launch of Wealth.com Tax Planning, a proprietary solution designed to unify tax planning, estate strategy, and execution workflows within a single platform for advisors. The announcement was made during the keynote address at Wealth.com’s inaugural EstateCon, delivered to a sold-out in-person audience and more than 1,000 virtual attendees nationwide. According to the company, the new platform integrates tax planning directly into its existing estate planning ecosystem, enabling advisors to model forward-looking tax strategies while understanding their implications for estate outcomes, trust structures, charitable planning, and long-term family legacy. The launch also includes new integrations with Goldman Sachs Custody Solutions, Jump, Zocks, and Arch, further expanding the platform’s execution and data connectivity capabilities.
Announcement Overview
Wealth.com has launched Wealth.com Tax Planning, expanding its platform to bring tax planning and estate planning into a single, integrated system for financial advisors. According to the company, the new offering is designed to address longstanding fragmentation across tax, legal, and execution workflows that advisors rely on when serving clients with increasingly complex financial lives.
The company stated that advisors today face challenges related to multi-state residency, concentrated equity positions, Qualified Small Business Stock considerations, advanced trust structures, evolving tax legislation, and multigenerational planning needs. Wealth.com indicated that existing tools have often operated in isolation, making it difficult to connect tax strategies with legal intent and execution in a continuous workflow.
Wealth.com Tax Planning is intended to close this gap by embedding tax strategy directly within the firm’s estate planning platform. According to the company, this approach enables advisors to move from isolated tax calculations toward integrated planning workflows that connect tax decisions to trusts, legal documents, and execution processes.
The announcement was made during EstateCon, Wealth.com’s inaugural conference, which the company described as a milestone event reflecting growing engagement across the advisor community.
Key Announcement Details
- Announcement type: Product launch
- Product name: Wealth.com Tax Planning
- Launch date: Announced January 27, 2026
- Availability: April 2, 2026
- Primary users: Financial advisors and wealth management firms
- Core function: Integrated tax and estate planning workflows
- Platform integration: Embedded within the Wealth.com ecosystem
- New integrations announced: Goldman Sachs Custody Solutions, Jump, Zocks, Arch
Strategic Context
According to Wealth.com, tax planning and estate planning have historically been treated as separate disciplines within financial advice, often supported by different tools and disconnected workflows. The company stated that this separation has become increasingly difficult to manage as client situations grow more complex and advisors are expected to deliver more coordinated, long-term planning outcomes.
Wealth.com indicated that Wealth.com Tax Planning was developed in response to these industry dynamics, with the goal of aligning tax strategy, legal documentation, and execution within a single system of record. The company emphasized that the platform is designed to support forward-looking planning rather than year-by-year tax optimization alone.
The launch also reflects broader industry trends toward integrated planning platforms that can support multigenerational strategies, regulatory complexity, and execution accountability. According to the company, embedding tax planning within estate workflows enables advisors to maintain continuity between planning decisions and their implementation over time.
Leadership Statement
“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. “Advisors are being asked to do more, with greater precision and accountability. We built Wealth.com Tax Planning to move beyond calculating a tax bill and toward architecting a client’s future. It is the difference between optimizing a moment and compounding a lifetime.”
Introducing Wealth.com Tax Planning
Wealth.com Tax Planning enables advisors to model forward-looking tax strategies while understanding their downstream impact on estate outcomes, gifting capacity, charitable planning, and long-term family legacy. According to the company, the platform is designed to connect tax decisions with legal structures and execution workflows, allowing advisors to evaluate strategies across multiple time horizons.
Rather than focusing solely on a single tax year, Wealth.com stated that the platform supports scenario-based planning that considers how tax strategies affect estate plans over time. Advisors can use the system to analyze trade-offs across jurisdictions, trust structures, and asset types while maintaining visibility into how decisions are reflected in legal documents.
The company indicated that Wealth.com Tax Planning is embedded directly within the Wealth.com platform, ensuring that tax strategies remain continuously connected to trusts, legal documentation, and execution workflows.
Core Capabilities
According to Wealth.com, key capabilities of Wealth.com Tax Planning include:
- Multi-state tax scenario modeling: Advisors can compare tax outcomes across jurisdictions using side-by-side scenarios.
- Guided planning workflows: Intuitive “Quick Actions” help advisors navigate common planning use cases.
- Natural-language data capture: Advisor and client inputs can be captured using natural language to streamline data entry.
- Client-ready reporting: Reports can be delivered through a secure client portal to support client communication and engagement.
The company stated that these capabilities are designed to reflect how advisors deliver advice in practice, connecting planning decisions to execution and client-facing outcomes.
Leadership Perspective on Platform Design
“Advisors don’t think about tax planning, estate planning and execution as separate workflows. They think in terms of outcomes for real families,” said Danny Lohrfink, co-founder and chief product officer of Wealth.com. “We built Wealth.com Tax Planning to reflect how advice is actually delivered, connecting tax decisions to legal structures and execution in one continuous system. This gives advisors confidence that what they plan is what ultimately gets implemented.”
Second-Generation AI Enhancements
During the EstateCon keynote, Wealth.com also announced advancements to Ester®, its proprietary artificial intelligence engine. According to the company, Ester now analyzes federal and state tax documents alongside estate documents and trust provisions to identify risks, conflicts, and future-state implications across a client’s plan.
These insights are used to support Wealth.com’s redesigned Report Builder, which the company stated enables advisors to present clearer planning narratives. According to Wealth.com, the updated reporting functionality connects tax decisions to estate outcomes, funding gaps, and long-term legacy considerations within a single planning narrative.
The company indicated that these enhancements are intended to support advisor decision-making and improve communication with clients by providing a more integrated view of tax and estate planning implications.
Additional Execution-Focused Capabilities
Wealth.com also announced several new execution-focused capabilities designed to reduce friction in document completion and trust funding processes:
- Mobile Notary: Enables advisors or clients to engage a notary public directly within the platform, supporting same-day document execution and automatic digital upload.
- Nationwide Deed Preparation: Now available in all 50 states through a partnership with Dec Law, allowing for standardized trust funding of real property. According to the company, the service is offered at a flat fee of $175 per deed, plus recording fees, with status tracking available within the platform.
According to Wealth.com, these capabilities are designed to shorten execution timelines and provide greater transparency into document completion and funding status.
New Integrations Across the Wealth.com Ecosystem
To further streamline advisor workflows, Wealth.com announced new integrations with several industry providers:
- Goldman Sachs Custody Solutions: For trust accounts held at GSCS, advisors can open and fund accounts directly within the Wealth.com platform. According to the company, trust data is automatically extracted to streamline account setup and improve visibility into onboarding progress.
- Jump and Zocks: These integrations synchronize meeting intelligence, allowing advisor conversations, notes, and action items to flow across tax and estate planning workflows.
- Arch: Aggregates complex client financial data, including K-1s and alternative investment holdings, providing additional context within the Wealth.com platform.
Wealth.com stated that these integrations further position the platform as a centralized system of record for tax, estate, and legacy planning activities.
Continued Industry Momentum
At EstateCon, Wealth.com highlighted continued growth across both enterprise and independent advisor channels. According to the company, this includes expanded firm-wide deployments and additional platform approvals.
The company also announced plans to open a New York City office in February 2026, expanding its physical presence and supporting its commitment to serving advisors nationwide.
Wealth.com Tax Tour
To introduce the platform directly to advisors, Wealth.com announced the Wealth.com Tax Tour, with planned stops in 20 cities throughout 2026. According to the company, the tour is intended to provide hands-on exposure to the platform and its integrated tax and estate planning capabilities.
About Wealth.com
Wealth.com is an estate and tax planning platform designed for wealth management firms. The company provides an end-to-end system that enables firms to deliver estate and tax planning at scale with consistency and measurable outcomes.
Wealth.com combines proprietary AI, enterprise-grade security, and legal and tax expertise to support a range of planning needs, from foundational estate plans to advanced tax and estate analysis and reporting. The company stated that it is trusted by large financial institutions and independent advisory firms and has been recognized for innovation and leadership, including awards at the 2025 WealthManagement.com Industry Awards and recognition in the 2025 Kitces AdvisorTech Study.
Media Contacts
StreetCred PR
Email: wealth@streetcredpr.com
Hannah Dixon
Phone: 317-590-0915
Rob Farmer
Phone: 415-377-3293
Source Attribution
Source: Company announcement