Wealth.com Announces EstateCon 2027, the Premier Event for the Future of Estate and Tax Planning

• The 2026 inaugural event sold out in-person, drew 1,500+ virtual attendees from all 50 states, and attracted executives from the nation's five largest banks and three largest broker-dealers
• EstateCon 2027 will offer more than 15 hours of CFP continuing education credits, sessions on AI and advanced planning strategies, and both in-person and virtual attendance options
• Wealth.com positions itself as the leading AI-powered estate and tax planning platform, serving thousands of wealth management firms and recently earning top industry awards at the 2025 WealthManagement.com Industry Awards

Summary

Wealth.com, an AI-powered estate and tax planning platform, has opened registration for EstateCon 2027, scheduled for February 1-3, 2027, at the Omni Scottsdale Resort & Spa in Scottsdale, Arizona. This marks the second annual conference following a sold-out inaugural event.

Key Figures:

• The 2026 event attracted over 1,500 virtual attendees from all 50 states
• Attendees included executives from the nation's five largest banks and three largest broker-dealers
• The 2027 conference will offer more than 15 hours of CFP® continuing education credits

Event Focus:

EstateCon targets advisors, tax professionals, technology leaders, and industry innovators, addressing the growing importance of estate and tax planning in wealth management. The conference will feature educational sessions on estate planning, tax strategies, AI applications, and advanced planning techniques, plus networking opportunities and Wealth.com's product keynote.

Market Context:

The event responds to critical industry trends, including the largest intergenerational wealth transfer in history and increasing complexity in client needs. Following its success, Kitces.com named EstateCon among the best financial advisor conferences to attend in 2026.

Target Audience:

Expected attendees include registered investment advisors, broker-dealers, banks, trust companies, family offices, and fintech firms.

Company Background:

Wealth.com provides an end-to-end platform enabling wealth management firms to scale estate and tax planning services. The company recently raised $65 million in Series B funding and has won multiple industry awards, including Top Estate Planning Technology at the 2025 WealthManagement.com Industry Awards.

Both in-person and virtual attendance options are available.