Commonwealth Financial Network has announced a new partnership with Wealth.com, integrating the estate planning platform into its advisor services in an effort to better serve high-net-worth clients. According to ThinkAdvisor, the collaboration aims to provide Commonwealth advisors with more specialized and efficient estate planning tools, reinforcing the firm's commitment to offering modern, scalable solutions.

Wealth.com's platform includes features like Ester, an AI-powered legal assistant capable of automating document reviews and generating client-ready summaries. The technology also eliminates manual data entry and ensures real-time data synchronization across financial planning tools. For Commonwealth advisors, those tools promise both time savings and deeper, more personalized estate planning guidance.

ThinkAdvisor reports that the announcement comes as Commonwealth moves through the early phases of its acquisition by LPL Financial. In parallel, LPL recently introduced its own planning tool, WealthVision Essentials, via eMoney, further signaling the industry's shift towards integrated, tech-enabled estate and financial planning services.

According to ThinkAdvisor, Wealth.com's client roster continues to expand, with firms like Cetera, Independent Advisor Alliance, and Merit Financial Advisors also adopting its services.

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