Wealth.com Brings Estate and Tax Planning Into Claude for Financial Advisors

As the launch partner covering estate and tax planning, Wealth.com lets advisors analyze estate documents with page-level citations and model tax scenarios against its calculation engine within Claude

NEW YORK--(BUSINESS WIRE)--Wealth.com, the leading estate and tax planning platform for wealth management firms, today announced it is a launch partner for Claude for Financial Advisors.

Estate and tax planning demand a level of precision that few advisor workflows do. Questions about what a trust provides, who holds authority under a health care directive or what the financial impact of a tax strategy would be must be grounded in executed documents, applicable law and validated quantitative analysis. Wealth.com brings that foundation into Claude for Financial Advisors, combining Claude’s reasoning with Wealth.com’s estate and tax engines. Advisors can explore a client’s situation naturally while relying on precise, source-grounded insights and figures for the decisions that follow.

“Estate and tax planning require advisors to bring together an enormous amount of information before they can have a meaningful conversation with a client,” said Rafael Loureiro, chief executive officer and co-founder of Wealth.com. “Together with Anthropic, we’re giving advisors a more intuitive way to work with that information. By bringing Wealth.com’s planning intelligence into Claude and making additional capabilities available through our connector, advisors can move from information to insight within the AI workflows they increasingly use every day.”

One of the most immediate applications is preparing for a client or prospect meeting. An advisor can bring a prospect’s estate documents into Claude and ask questions in plain language: “What happens at the first spouse’s death?” “When do children gain control of their inheritance?” “Who can make health care decisions if the client cannot?” Wealth.com performs the underlying document analysis, returns citations to the specific pages each answer comes from and can render the disposition structure as a visual flowchart inside the conversation. Advisors then review and apply their judgment on what to do next.

The same analysis surfaces provisions an advisor would want to raise before a conversation: a co-trustee requirement, a beneficiary’s authority over future trustee appointments or a signature page that may never have been executed. Instead of reading through lengthy documents across multiple systems, advisors can understand how a plan is structured and identify what needs discussion.

The capabilities extend to a household's broader financial picture, including what they own, how assets are titled, where wealth is concentrated and how beneficiary designations are recorded. Wealth.com preserves the context behind that information, including where relationships among accounts, trusts and individuals are established in the firm’s records and where those relationships remain unconfirmed.

Advisors can bring the same conversational experience to tax planning. They can ask for a summary of a filed return covering income, deductions, total tax and federal and state tax rates, then explore potential planning strategies. An advisor could roll a filed return forward under the applicable year's tax law, evaluate a Roth conversion, account for a one-time gain that is not expected to repeat or create an initial scenario for a prospect.

“As we built Claude for Financial Advisors, we focused on bringing the best of the advisor technology ecosystem directly into advisor workflows,” said Peter Nolan, head of asset and wealth management at Anthropic. “Wealth.com has established itself as the trusted estate and tax platform for wealth management firms, making its capabilities a natural complement to what we’re building. Together, we can give advisors a more complete set of tools to support the work they do for clients every day.”

Tim White, co-founder and chief growth officer at Wealth.com, and Drew Parker, financial services lead at Anthropic, will demonstrate the integration live at the Wealth.com booth at Future Proof Festival on Tuesday, Sept. 15 at 11 a.m. PT. Firms interested in enabling the integration can visit claude.wealth.com.

Details about Claude for Financial Advisors are available from Anthropic at wealth.com/claude.

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, and ranking No. 1 in estate planning market share in the 2025 Kitces AdvisorTech Study.