Two-way integration enables advisors to complete estate plans faster while delivering a more personalized client experience
SAN FRANCISCO & DALLAS--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial advisors, and Wealth.com, the modern planning platform for wealth management firms, today announced a new partnership that uses AI to make it easier and faster for advisors to help clients complete estate plans.
With the new two-way integration, Zocks captures key details from client conversations and automatically syncs client and estate planning details directly to Wealth.com. What used to take hours of manual data entry and days of client follow-ups to accurately update records and process estate planning documents can now be done in minutes with AI, immediately after a client meeting.
The integration also automatically pulls data from Wealth.com – such as quiz responses, document progress, existing documents, and recommendations – into Zocks for meeting preparation, follow-ups, email replies, and more. Advisors know exactly where clients stand in the process before, during, and after client conversations, without switching systems.
As a result, advisors can complete estate plans faster and when momentum is strong, enabling them to service more clients in less time and ultimately capture additional business.
For example:
-
Before a client meeting, Zocks pulls key information from Wealth.com – such as document status, quiz outcomes, and estate-planning context – into a detailed one-page client summary. Advisors can quickly see what’s complete, what’s in progress, and what still needs discussion.
-
During the conversation, Zocks automatically captures relevant estate planning details, including family tree, asset titling, gifting, beneficiary plans, and whether a will or trust is in place.
-
Immediately after the meeting, Zocks converts those details into structured data that can be updated in Wealth.com with a single click.
- The advisor and client can finish building the plan more quickly in Wealth.com, delivering the highly personalized, efficient experience that today’s clients expect.
"AI fundamentally changes the economics of estate planning by automating the administrative work that used to consume hours of time,” said Mark Gilbert, CEO of Zocks. “With our new partnership, advisors can now deliver comprehensive estate planning services without adding operational overhead, which means they can serve more clients and capture opportunities faster."
"Estate planning requires thorough documentation of beneficiaries, trusts, asset structures, and other details that are critical to get right," said Danny Lohrfink, Chief Product Officer at Wealth.com. "By combining Wealth.com’s planning infrastructure with Zocks’ ability to capture the emotional and contextual nuances of client conversations, we’re creating a client experience that is both deeply personal and precisely executed."
More Information and Availability
The new two-way integration is available now for Zocks and Wealth.com users. For more information, visit www.zocks.io/wealth-com.
Webinar: February 17, 2026, at 2:00 p.m. ET
The companies will co-host a live webinar on Tuesday, February 17, at 2:00 p.m. ET to showcase the new integration, including a live walkthrough of how advisors are connecting estate planning conversations directly to estate planning workflows. Register for the webinar here.
About Zocks
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.
About Wealth.com
Wealth.com is the industry’s leading 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, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
Contacts
Media:
Gregory (for Zocks)
zocks@gregoryagency.com
