Commonwealth Financial Network, Wealth.com team ⁤Up on ⁤Estate Planning

Updated June 09, 2025
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Commonwealth ⁣Financial Network, serving over 2,300 autonomous financial advisors,‍ is⁤ partnering with Wealth.com to integrate ⁤digital estate planning tools ⁣into its wealth management services. The collaboration aims to provide advisors with resources to offer more extensive financial guidance.

The Wealth.com platform includes Ester™, an AI-powered legal assistant designed to automate ‍document⁢ review and generate summaries for clients. These tools are intended to streamline the estate ⁢planning process, enabling advisors to offer personalized and proactive guidance more efficiently.

heather Zack, director of high net worth at Commonwealth, said the company is always seeking innovative solutions to help advisors ⁢become‍ strategic partners⁤ for their clients, including high-net-worth individuals.

“We continually seek innovative solutions that help our advisors ⁢get time back in their day while also becoming strategic partners for⁣ their clients, including⁣ high-net-worth clients,” ‍Zack said.

Tim White, co-founder⁣ and chief growth officer at Wealth.com, expressed enthusiasm for the partnership, ‍noting the demand for scalable, modern estate planning solutions.

“Scalable, modern estate planning solutions are in demand, ⁣and Commonwealth‍ is enabling their advisors to meet the evolving needs of their clients,” White said.

What’s next

The partnership between Commonwealth Financial Network and⁣ Wealth.com is expected to roll out ⁤in the coming months, with training and resources provided to Commonwealth’s network of advisors to effectively ⁤utilize the new estate planning tools.