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You don’t have to be in the room to get the full #EstateCon experience. 🌐 Grab a free Digital Pass to stream every main stage session live — from the https://t.co/o6RAWVMTaf Product Keynote (new platform releases 👀) to conversations with the advisors and experts shaping the

Every update is designed to save time, reduce friction, and help advisors deliver more value, especially during year-end planning. Read more here. 👇 https://t.co/KG7LolYjR6

New Loans Calculator: Model lending strategies and visualize their impact on wealth transfer.

Merge Duplicate Contacts: Consolidate contacts in People & Entities to keep your database clean and accurate.

Advyzon Integration (Beta): Import client and asset data seamlessly in just a few clicks.

Commenting in Report Builder: Tag teammates, track feedback, and collaborate directly on slides (without leaving the builder).

PDF Separation by Ester®: Automatically split multi-document PDFs in the Vault with the option to review and edit before saving.

As we wrap up 2025, we’re proud of the momentum we’ve built at https://t.co/o6RAWVMTaf, and December was a strong finish to a year full of innovation. Here’s what shipped this month 👇

Trusts come up in client conversations all the time, but the nuances can get tricky fast. In this episode, @TKopelman and Anne Rhodes dig into trust management, including what it means to be a beneficiary, the rights involved, and the decisions that shape thoughtful distribution

Don’t miss the https://t.co/o6RAWVMTaf Product Keynote (new platform announcements) + conversations with leading advisors and industry experts. Claim your pass 👇

⚠️ #EstateCon is officially sold out—but you can still join us live with a free Digital Pass. Get access to every main stage session, wherever you work.

View the full speaker lineup here:

We’re excited to welcome Paul Lee, Chief Tax Strategist at Indivisible, to the #EstateCon lineup! 🎤 Paul is widely recognized for advanced tax and estate planning expertise, with deep experience across international, federal, and state tax law—and a rare ability to turn complex

@WeAreWealth All set. Can’t wait.

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Can’t make it to #EstateCon in person? Introducing the EstateCon 2026 Digital Pass — a complimentary livestream with full Main Stage access, including: 🔹 https://t.co/o6RAWVMTaf Product Keynote + new platform announcements 🔹 Sessions from top advisors & industry leaders 🔹

For advisors: labels matter less than outcomes—control, timing, taxes, and administration. Full breakdown in Part 1 👇

🔹Inter vivos vs. Testamentary 🔹Grantor vs. Non-grantor Each impacts flexibility, control, taxes, and how the plan gets administered.

The 4 trust “either/ors” that show up most in planning conversation: 🔹Revocable vs. Irrevocable 🔹Individual vs. Joint