Wealth.com Partners With LPL for Estate Planning

Wealth.com has announced a strategic relationship with LPL Financial that makes the estate planning platform available to LPL’s advisors and wealth planning teams. The partnership includes a direct integration allowing LPL’s Advanced Planning Team to use Wealth.com’s Family Office Suite for complex estate planning needs.

The collaboration provides LPL advisors with a platform to model estate plans, generate documents and collaborate with clients within existing workflows. The integration includes access to Ester, Wealth.com’s AI-powered legal assistant that reads and interprets wills and trusts, extracting key information and visualizing it for advisors and clients.

The technology saves hours of manual review, improves accuracy and enables advisors to focus on client guidance rather than administrative tasks. LPL advisors receive access to dynamic estate reports and a permission-based Vault system that centralizes documents across generations.

Wealth.com is used by LPL’s internal teams and is the only LPL-approved estate planning solution available to both 1099 and W-2 advisors.

Competitor Trust & Will is the only other approved estate planning provider for 1099 advisors working with LPL.

According to Wealth.com, pricing arrangements will vary based on an advisor’s affiliation model within LPL, so coverage may differ by program and advisor type. The company does not publicly publish its pricing on its website but Wealth.com offers annual contracts (either payable in full or on a quarterly basis) and is based on the number of advisor seats.

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“High-net-worth clients are asking for holistic advice, and estate planning is a critical piece of that puzzle,” said Tara Popernik, LPL’s executive vice president of wealth planning. “With Wealth.com, LPL’s advisors and home office planners can analyze and illustrate client estate plans quickly and confidently, ensuring more households have an estate plan that aligns with their legacy goals.”

The estate planning provider has added large RIA customers, for example Summit Financial,  as well as made it onto the approved vendor list of other independent broker/dealers including Cetera in April (though Cetera recently added Vanila as well).

Wealth.com will be hosting its inaugural Estate Planning Conference in Scottsdale, Ariz. next week.