Wealth.com

As we wrap up this year’s #WomensHistoryMonth, we’re proud to spotlight Sara Blandford, our Director of Advisory Sales, in the final feature of our #WomenOfWealth series. ??? Sara has been instrumental in growing our advisor partnerships from the ground up—helping firms across the country bring modern estate planning solutions to life and differentiate their client experience in powerful ways. To Sara, Women’s History Month is a time to honor the trailblazers who paved the way—and to reflect on the mentors, friends, and family who’ve helped shape her journey. “It’s a reminder to honor their impact and pay it forward wherever I can.” Outside of work, you’ll find her chasing adventure—whether it’s running a 200-mile overnight relay, hiking the Kalalau Trail, or training her new puppy to be the ultimate trail buddy. ???? We’re lucky to have Sara’s leadership, energy, and passion on our team!

?? Family offices are investing in AI—but why aren’t they using it to run smarter? According to Citi Private Bank’s 2024 Global Family Office survey, 53% have exposure to generative AI, yet only 15% are applying it internally for tasks like automation, forecasting, or portfolio management. Crain Currency dives into this adoption gap—and our Co-founder and Chief Product Officer, Danny Lohrfink, weighs in. He shares how one family office used AI to cross-reference estate planning documents across multiple data sources—a process that once took days or weeks is now completed in minutes. For family offices willing to rethink how they work, AI is already proving its value. ?? Read the full article here: https://lnkd.in/ent_xCdg

?? The Great Wealth Transfer is accelerating—and estate planning is due for a transformation. In his latest byline with Google Cloud, our VP of Applied AI, Seungwoo Son, explores how platforms like Wealth.com are equipping financial advisors with AI-powered tools to navigate this shift. Here are some key insights for advisors: 1?? Traditional estate planning is too manual for today’s fast-paced, high-stakes environment. 2?? Ester, our proprietary AI engine, reviews and interprets complex legal documents—helping you save time and serve clients with greater clarity. 3?? Human-AI collaboration ensures accuracy, while future agentic AI workflows promise even more automation in trust and estate administration. With trillions set to change hands, advisors who adopt intelligent tools now will be positioned to lead. ?? Read the full article here: https://lnkd.in/gvgQuQ34

“I felt that Wealth.com had that particular ‘it’ factor when it came to understanding what the client was looking for." – Bruce K Lee, Founder & CEO of Keebeck Wealth Management. For independent firms, finding the right estate planning solution can be a challenge. When Keebeck Wealth Management discovered Wealth.com, they found a platform that simplified the process, delivered value to every client, and helped them stay ahead of the curve. ?? Watch as Bruce shares how Wealth.com became an essential part of their practice, transforming the way they serve clients.?

We're still reminiscing about our first Connect event in San Francisco—what an unforgettable night! The energy, the people, and the breathtaking bay views from the GV (Google Ventures) office made for the perfect kickoff to our Connect Tour. ?? Now, we’re bringing that same excitement to Atlanta! ?? Join us on May 5th at Truist Park for the Atlanta Braves vs. Cincinnati Reds game! We’ll be enjoying the action from the ballpark's largest private suite with great food, cold drinks, and even better company. This is your chance to connect with top local advisors, meet the Wealth.com team, and have a fantastic time—all while enjoying some baseball. Let’s knock this one out of the park!?? Sign up today: https://lnkd.in/e-H8HfUP

Did you miss our Scenario Builder webinar last week? No worries, we’ve got you covered! Watch the recording to see Charlotte Young and Cyndie Smith walk through Scenario Builder and answer live audience questions. ?? Get the webinar recording here: https://lnkd.in/gygrSDpe

Join us tomorrow at 10am PT / 1pm ET for a live session on "How to Keep Generational Clients: Engaging Both Spouses in Estate Planning," featuring Samantha Russell, Chief Evangelist at FMG , and Anne Rhodes, Chief Legal Officer. Discover strategies to effectively involve both spouses in estate planning conversations, encourage active participation from family members, and develop marketing messages that resonate with the entire family. Don't miss this opportunity to enhance your client relationships and secure generational loyalty. ? All registrants will receive a free estate planning checklist and a ready-to-use email template to guide couples through the process. ?? https://lnkd.in/gY8JJVPc

Future Proof Citywide: That’s a Wrap! ???? The Wealth.com squad brought the energy, demos, and, of course, the best hats in the game to Miami this week! ?? From incredible conversations to thought-provoking sessions (shoutout to Kathy Wunderli on the South Beach Stage), Future Proof Citywide was an unforgettable experience! It's no Dirty Little Secret that we brought the Heat to Miami. ?? A huge thank you to everyone who stopped by our booth and to the Future Proof team for putting together yet another great conference. We look forward to seeing everyone again in Huntington Beach for the Future Proof Festival this summer!?

At Wealth.com, we’re incredibly grateful for the powerhouse women who drive our mission forward. Today, we’re thrilled to spotlight Charlotte Young, our Principal Product Manager, as part of our #WomenOfWealth series for #WomensHistoryMonth. ?? Charlotte has been instrumental in shaping our product and driving innovation to support advisors and wealth managers. What fuels her passion? The limitless potential at Wealth.com and the incredible, solution-driven team she collaborates with daily. She thrives on turning big ideas into real, impactful solutions—a process she finds exhilarating. For Charlotte, Women’s History Month is a time to pause and reflect—to be grateful for the brilliant and powerful women who have paved the way for her and the opportunities she has today. It’s also a reminder of her responsibility to do the same for the next generation of young women and girls. Charlotte’s talent, dedication, and vision make Wealth.com stronger every day. Thank you, Charlotte, for everything you've built and continue to build at Wealth.com. We are beyond lucky to have you on our team! ????

Final reminder! ?? Join us tomorrow, March 20th at 10am PT / 1pm ET for an exclusive live session where Charlotte Young and Cyndie Smith will unveil Scenario Builder—our powerful new estate planning modeling tool. Haven’t registered yet? There’s still time! Save your spot now:?https://lnkd.in/gygrSDpe ?? Can’t make it live? No worries! Register anyway and we’ll send you the recording.?