Wealth.com Expands Estate Planning Conference Amid Intergenerational Wealth Transfer Boom
Event summary
- Wealth.com opens registration for EstateCon 2027, its second annual conference on estate and tax planning, set for February 1-3, 2027 in Scottsdale, Arizona.
- The inaugural 2026 event sold out in-person and attracted over 1,500 virtual attendees from all 50 states.
- EstateCon 2026 drew senior leaders from the nation's five largest banks, three largest broker-dealers, and leading custodians/technology providers.
- Wealth.com positions the event as critical amid the largest intergenerational wealth transfer in history and rapid AI advancements in financial services.
The big picture
Wealth.com's expansion of EstateCon reflects the growing centrality of estate planning in wealth management as firms prepare for a $70 trillion intergenerational wealth transfer. The event positions itself as the nexus for discussing how AI and advanced planning strategies will reshape client relationships, with particular focus on multigenerational engagement. This comes as Wealth.com has established itself as the market share leader in estate planning technology.
What we're watching
- Conference Scale
- Whether Wealth.com can sustain the rapid growth of EstateCon as it becomes a must-attend event for wealth management professionals.
- AI Integration
- How quickly AI-powered tools will transform traditional estate and tax planning practices across the industry.
- Regulatory Impact
- The pace at which evolving tax laws and regulations will force platform updates and strategy shifts for Wealth.com's clients.
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