About this episode

The episode discusses the transformation of estate planning through AI and its implications for financial advisors.

With Rafael Loureiro, Co-Founder & Chief Executive Officer, Wealth.com Rafael Loureiro on why estate planning is shifting from a static legal exercise to an AI-powered, advisor-led planning process. In Summary Estate planning has traditionally operated outside the core advisor workflow—handled through attorneys, revisited infrequently, and often disconnected from the broader client relationship. Louis speaks with Rafael Loureiro, Co-Founder and CEO of Wealth.com, about how AI is beginning to change that model. The conversation explores how advisors can use tools like Ester to surface planning gaps, stay ahead of client changes, and deliver a more continuous planning experience. For advisors, the broader implication is strategic: as investment management becomes increasingly commoditized, integrated planning and ongoing coordination may become a far more meaningful differentiator. The Storyline Most advisors already discuss estate planning with clients. The challenge is what happens next. In many cases, the process still moves outside the advisor relationship: clients are referred to an attorney, documents are created, and the estate plan becomes something revisited only after…

People in this episode

Host: Mindy Diamond

Guest: Rafael Loureiro

Topics covered

• estate planning
• AI in finance
• advisor-client relationship
• financial technology
• planning tools

Keywords

• estate planning
• AI
• financial advisors
• Wealth.com
• planning gaps
• investment management
• client relationship

Mentioned in this episode

Organizations: Wealth.com, Emailage, LexisNexis

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