Wealth.com, a leading estate and tax planning platform, has entered into an enterprise agreement with Dynasty Financial Partners to integrate its artificial intelligence–powered estate and tax intelligence technology directly into the Dynasty Desktop platform. The partnership will embed Wealth.com’s AI capabilities, known as Ester™, within Dynasty’s advisor ecosystem, enabling financial advisors to access deeper estate planning insights while working inside their existing operating environment.
Through the agreement, Dynasty will deploy Wealth.com’s AI document extraction technology across its network through a firmwide rollout of Ester™ AI as a Service. The integration introduces a dedicated Estate and Tax Agent within Dynasty’s AI Virtual Assistant, designed to help advisors move beyond static estate planning documents toward continuously monitored estate intelligence. Traditionally, estate plans are created at a single point in time, yet clients’ financial circumstances and personal situations often change over the years. Events such as marriages, divorces, business exits or new investment accounts can create gaps between a client’s estate plan and their current financial reality.
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With the new integration, Dynasty’s AI platform will analyze estate plans alongside client data, including financial accounts, documents, meeting notes, emails and updates stored in customer relationship management systems. When important life events or structural changes occur, the system can surface insights to advisors, helping them identify when an estate plan should be reviewed or updated before potential issues arise.
The rollout will extend this capability to Dynasty’s national network of independent partner firms, which includes more than 600 advisors collectively managing over $125 billion in client assets. Advisors within the network will gain access to AI-generated estate and tax summaries directly inside Dynasty Desktop, making it easier to interpret complex legal documents and initiate proactive conversations with clients about legacy planning, tax strategies and long-term wealth transfer.
According to Shirl Penney, founder and chief executive officer of Dynasty Financial Partners, the partnership reflects the firm’s ongoing effort to equip independent advisors with advanced institutional-level tools. He explained that integrating Wealth.com’s technology provides advisors with stronger capabilities for supporting high-net-worth and ultra-high-net-worth clients who require sophisticated planning strategies and detailed financial guidance.
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The integration also represents the first external partnership to introduce a dedicated agent into Dynasty’s AI platform. The virtual assistant system was developed through Dynasty Labs, the company’s innovation division launched in 2025, and includes specialized AI agents covering areas such as CRM intelligence, financial data analysis, document retrieval, financial planning and client communications. Within this ecosystem, Wealth.com’s Ester technology functions as the intelligence layer for analyzing estate and tax documents.
Ester automatically reads and extracts important details from complex estate and tax documentation, converting that information into structured insights that advisors can easily interpret. This capability allows advisors to better understand estate structures, identify potential risks and guide clients through more informed financial planning decisions.
In addition to the AI-powered insights, Dynasty will make Wealth.com’s full planning platform available to advisors serving high-net-worth and ultra-high-net-worth families. This expanded access allows advisors to move from AI-driven estate intelligence to full planning execution, including scenario modeling, estate document creation and advanced reporting tools that help visualize long-term financial strategies.
Tim White, co-founder and chief growth officer at Wealth.com, noted that modern advisors are expected to deliver increasingly sophisticated guidance across tax planning, estate strategy and wealth transfer. By embedding estate and tax intelligence directly into the advisor workflow, the integration helps remove information silos and enables advisors to deliver deeper and more proactive planning support.
The collaboration also builds on Wealth.com’s recently launched integrated tax planning platform, which combines forward-looking tax modeling with estate planning, legal documentation and trust funding workflows. By bringing these capabilities directly into Dynasty’s advisor platform, the partnership reflects a broader industry shift toward embedding advanced planning tools directly within wealth management infrastructure.
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Adoption of Wealth.com’s technology is already expanding within the Dynasty ecosystem. Advisory firm OpenArc, recently launched on the Dynasty platform with Charles Schwab as custodian, will use Ester AI as a Service across its organization. Serving primarily high-net-worth and ultra-high-net-worth clients, OpenArc plans to leverage the platform’s estate and tax planning capabilities to deliver more coordinated and comprehensive financial planning at scale.
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