Following a sold-out inaugural event, EstateCon returns in-person February 1-3, 2027

PHOENIX: #AI--Wealth.com, the industry’s leading artificial intelligence (AI)-powered estate and tax planning platform, today announced that registration is now open for EstateCon 2027, its annual conference dedicated to advancing the future of estate planning, tax planning and wealth management.

Taking place February 1-3, 2027, at the award-winning Omni Scottsdale Resort & Spa at Montelucia in Scottsdale, Arizona, the second annual EstateCon will bring together advisors, tax professionals, technology leaders and industry innovators for three days of education, collaboration and thought leadership focused on the next generation of planning.

Building on the success of its inaugural event in 2026, which sold out in-person and attracted more than 1,500 virtual attendees from all 50 states, EstateCon has quickly established itself among the industry’s premier gatherings dedicated to advanced planning. The 2026 conference attracted senior leaders from across the financial services ecosystem, including executives from each of the nation's five largest banks, its three largest broker-dealers and many of the industry's leading custodians and technology providers. Following the event’s success, Kitces.com named EstateCon to its list of the best financial advisor conferences to attend in 2026.

“Estate and tax planning are no longer niche services – they have become essential components of the modern advisory relationship,” said Tim White, co-founder and chief growth officer of Wealth.com. “Our first conference brought together the leadership of the largest institutions in finance. Planning that once sat at the edge of the advisory relationship now sits at its center, and it’s becoming a primary way modern firms win and keep clients.”

As wealth management firms prepare for the largest intergenerational wealth transfer in history, navigate rapid advancements in AI and respond to increasingly complex client needs, EstateCon provides a dedicated forum for exploring the strategies, technologies and ideas shaping the future of advice. Attendees will gain practical insights from leading experts across wealth management, estate planning, tax planning and technology while connecting with peers and industry leaders who are redefining how planning is delivered. The conference will feature:

• More than 15 hours of CFP® continuing education credits
• Educational sessions focused on estate planning, tax planning, AI and advanced planning strategies
• Wealth.com's annual Product Keynote showcasing the latest innovations shaping the future of planning
• Networking opportunities with leading wealth management firms, technology providers and industry partners
• In-person and virtual attendance options

EstateCon is designed to help advisors translate complex planning concepts into meaningful client outcomes. Sessions will explore how forward-thinking firms are leveraging estate and tax planning to deepen client relationships, improve retention, strengthen multigenerational engagement and deliver more comprehensive advice. The event is expected to attract attendees from across the wealth management ecosystem, including registered investment advisors, broker-dealers, banks, trust companies, family offices and financial technology firms.

Registration for EstateCon 2027 is now open. To learn more and register, visit Wealth.com/EstateCon.

About Wealth.com

Wealth.com is the industry’s leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.

Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs-from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.

Fonte: Business Wire