Wealth.com Summer 2025 Product Launch: Building the Future of Estate Planning
WEBINAR RECORDING
Tim White
Co-Founder and Chief Growth Officer
Danny Lohrfink
Co-Founder and Chief Product Officer
Founder & CEO
Alaina Lacter
Senior Product Counsel
Founder & CEO
David Thompson
VP Product Strategy
Founder & CEO
Join us for the must-see estate-planning reveal of the year, streamed straight from Wealth.com’s product studio. Co-founders Tim White and Danny Lohrfink, together with senior leaders Alaina Lacter and David Thompson, will showcase the breakthroughs, partnerships, and AI-powered tools that are redefining how modern advisors build, deliver, and scale legacy planning.
You’ll Learn:
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Exclusive, game-changing features revealed live. Be among the first to discover what's next.
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Milestone partnerships, brand-new platform capabilities and upgrades, and how deep integrations streamline data flow.
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How leading firms managing $15 T+ in assets are partnering with Wealth.com to make estate planning central to the client experience.
- Plus: discover how to secure your seat at The Estate Planning Conference (Jan 26-28, 2026) before it sells out.