Estate Planning Paralegal

The Oasis Group publishes 2026 Peaks report on Estate Planning Platforms, highlighting market leaders and industry transformation. New research underscores estate planning's evolution into a core driver of advisor growth, client engagement, and competitive differentiation FORT MILL, S.C., May 26, 2026 (GLOBE NEWSWIRE) - The Oasis Group, the leading research and consulting firm specializing in the wealth management and financial technology sectors, today announced the release of its 2026 Peaks for Estate Planning Platforms report, a comprehensive analysis of the rapidly evolving estate planning technology landscape within wealth management. The research provides financial advisory firms, family offices, and broker-dealers with a practical framework for evaluating leading platforms and aligning technology decisions with their business models, client complexity, and growth strategies. The proprietary research reflects a fundamental shift in how estate planning is delivered and perceived across the industry. Once a fragmented, document-heavy process typically outsourced to attorneys, estate planning is increasingly becoming a digitally enabled, advisor-led capability integrated directly into the wealth management experience. As a result, firms are leveraging modern platforms to deliver more sophisticated advice, deepen client relationships, and unlock new asset growth opportunities. "Estate planning has moved from a peripheral service to a central pillar of holistic wealth management," said John O'Connell, Chief Executive Officer of The Oasis Group. "The firms that embrace modern platforms are transforming how they engage clients and differentiate in a competitive market." At the core of the report is The Oasis Group's proprietary "Peaks" framework, which categorizes platforms based on their current capabilities and ability to execute. Rather than identifying a single "winner," the framework is designed to help firms identify the best-fit solution based on their specific needs. * Summiteers - Leading platforms with comprehensive capabilities and strong execution * Mountaineers - Solid, competitive solutions with areas for further development * Climbers - Foundational tools with more limited feature breadth or scalability In the 2026 report, Luminary, Vanilla, and Wealth.com were recognized as Summiteers, reflecting their strong combination of advanced functionality, innovation, and market execution. fpAlpha and EncorEstate Plans were categorized as Mountaineers, offering differentiated capabilities with continued growth potential. eMoney and MoneyGuide Wealth Studios were identified as Climbers, providing value within broader planning ecosystems but with more limited estate-specific functionality. Key Market Insights The research highlights several major trends shaping the estate planning technology market: * Shift to advisor-led, technology-enabled workflows: Platforms are enabling advisors to take greater ownership of estate planning, reducing reliance on external providers while improving consistency and scalability. * Rise of estate planning as a growth engine: Firms are increasingly using estate planning to drive client acquisition, deepen relationships, and expand wallet share. * Integration with the broader wealth tech stack: Modern solutions are designed to connect with CRM systems, financial planning tools, and portfolio platforms, creating a more unified advisory ecosystem. * Advancements in AI and automation: Capabilities such as document ingestion, data extraction, and AI-driven insights are reducing manual effort and enhancing advisor productivity. * Improved client experience through visualization: Platforms are delivering clearer, more interactive representations of estate structures, helping clients better understand complex planning strategies. The report also emphasizes that no single platform is universally optimal. Instead, the right solution depends on factors such as firm size, client demographics, planning complexity, and operational priorities. For example, some firms may prioritize document creation, while others focus on analysis, modeling, or visualization. The 2026 Peaks report evaluates estate planning platforms using a rigorous, evidence-based methodology designed to reflect real-world advisory workflows. The Oasis Group assessed each solution's ability to capture and analyze estate data, model complex planning scenarios, generate documents, integrate with broader technology ecosystems, and support effective client engagement. The evaluation draws on a combination of live product demonstrations, hands-on platform testing, client reference interviews, and extensive rubric scoring across key functional areas such as estate data collection, document creation and extraction, scenario modeling, integrations, client experience, and innovation. Importantly, the report emphasizes practical usability over theoretical feature sets, focusing on how platforms perform in live advisory environments and how effectively they enable advisors to deliver high-value advice at scale. "Estate planning technology is no longer optional for firms seeking to deliver comprehensive wealth management," O'Connell said. "It is a foundational capability that enables advisors to move from reactive conversations to continuous, advice-driven engagement." About The Oasis Group The Oasis Group is a leading research and consulting firm specializing in the wealth management and financial technology sectors. The firm provides in-depth market analysis, strategic guidance, and implementation expertise to help organizations evaluate technology solutions and drive business growth. Disclaimer: The above press release comes to you under an arrangement with GlobeNewswire. TheTechOutlook.com takes no editorial responsibility for the same.

Mach 1 Financial Group expands services to include estate planning through partnership with Wealth.com. Rogers, Arkansas - May 12th, 2026 - Mach 1 Financial Group, a financial services firm serving families across Northwest Arkansas and beyond, announces the launch of its new estate planning service powered by Wealth.com - the industry's leading digital estate planning platform. With this partnership, Mach 1 Financial Group's clients now have access to a modern, secure, and attorney-designed estate planning experience, integrated directly into their broader financial plan. The offering includes essential estate planning documents such as wills, trusts, powers of attorney, and healthcare directives, all accessible online and built to evolve with clients' lives. "Estate planning is one of the most important and too often overlooked aspects of financial wellness," said Matthew Walters, CEO and Partner at Mach 1 Financial Group. "Through our partnership with Wealth.com, we're making the process more accessible, affordable, and aligned with our clients' broader financial goals." Wealth.com's platform is built by a team of top estate attorneys and technologists, offering an intuitive digital experience with robust legal infrastructure. Clients can complete their estate plans on their own time, with the confidence that it's built on a foundation of legal integrity and advisor-guided insight. "We're excited to partner with Mach 1 Financial Group. They are setting the standard for what modern, holistic wealth management should look like," said Tim White, Co-Founder and Chief Growth Officer at Wealth.com. "When estate planning becomes a seamless part of the advisory experience, clients gain confidence in their future and advisors unlock a new level of value they can deliver." With this partnership, Mach 1 Financial Group reaffirms its commitment to providing premier wealth management solutions that align with varying stages of a client's financial life. This new offering is available immediately to Mach 1 Financial Group clients. For more information or to get started, call (479) 876 - 2100 or visit www.mach1fg.com. About Mach 1 Financial Group At Mach 1 Financial Group, its mission is to guide clients with disciplined and personalized financial plans. Mach-1 Financial Group work alongside families as they pursue their purpose-driven lives. At Mach 1 Financial Group, its service offerings are designed to help families with varying financial needs - ranging from those wanting a simplified investing experience to families seeking the highest level of financial planning and sophisticated solutions. At Mach 1 Financial Group, Mach-1 Financial Group is committed to delivering the right level of support for each client's unique situation. What do you wish you could do? Let's do it together. About Wealth.com Wealth.com is the industry's leading estate planning platform, empowering 1,000+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked Wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, Wealth.com was honored by WealthManagement.com as the 'Best Technology Provider' in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year. Disclosures * Estate planning services are provided through Wealth.com, a third-party service provider not affiliated with Mach-1 Financial Group, LLC. These services are not a substitute for personalized legal counsel. Clients are encouraged to consult with qualified professionals regarding their specific situation. Mach-1 does not provide legal advice, draft estate planning documents, or make legal determinations or selections on behalf of clients. * Mach-1 charges a fee for estate planning services through Wealth's platform, not to exceed $1,000, as agreed upon in the client's estate planning agreement. The fee is negotiable and may be waived in certain circumstances. Mach-1 will not require prepayment of any fee exceeding $500 or more than six months in advance. * Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for exemption or exclusion from registration. All investment strategies have the potential for profit & loss including the loss of principal. Actual account results may have been higher or lower than the results mentioned depending on an individual's investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results. A copy of Mach-1's current written disclosure brochure, which discusses among other things, Mach-1's business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at disclosures.mach1fg.com Media Contact: Matthew Walters [email protected] (479) 876 - 2100 www.mach1fg.com

ePIC Services Company joins wealth.com on featured panel at PEAK Brokerage Services' SPARK! Event, signaling a shift in how advisors deliver estate and legacy planning. Panel highlights the widening gap between what clients expect from their advisors and what most advisors are equipped to deliver - and the rise of done-for-you systems closing it. JUPITER, Fla. - May, 2026 - ePIC Services Company, the turnkey, attorney-backed estate and legacy planning system for financial advisors, today announced its participation in a featured panel at PEAK Brokerage Services' SPARK! event - the firm's flagship advisor conference held in Jupiter, FL in late April. ePIC joined wealth.com, a leading estate planning technology platform, and PEAK Chief Experience Officer Regina Rudnick on stage for a discussion centered on the role of estate and legacy planning in modern advisor practices. ePIC advisor partner Denny Artache, a producing advisor who is shaping the future of his practice around leading with estate planning, rounded out the panel. The session followed an opening keynote from Crystal Espinosa on what she called "the Spark Effect" - the principle that listening creates trust, and that trust, not product, is "the most valuable currency in the room." It also followed a session by Linda Sherman, co-founder of Financially Empowered, on the trillions of dollars expected to flow into women's hands during the Great Wealth Transfer, and how estate planning plays a main role in maintaining women as clients. The panel focused on three questions advisors are increasingly asking about estate planning: * What estate and legacy planning actually is, in practical advisor terms * How it supports both client acquisition and long-term client retention * Its role in retaining assets under management through generational transfers A central theme of the discussion was the gap between what clients expect and what advisors deliver. Industry data shows that 93% of clients want estate planning guidance from their advisor, while only 22% currently receive it - and 40% say they would switch advisors to get it. The conversation also surfaced the emerging distinction between do-it-yourself estate planning software and done-for-you systems. Software platforms generate documents and let the advisor or client navigate the rest. Done-for-you models, like ePIC's, run the entire client-side process - from intake through funded trust - through an Outsourced Estate Planning Team (OEPT) and an in-house attorney network, while keeping the advisor at the center of the relationship. Quote from Carter Wilcoxson, founder & CEO, ePIC Services Company. "Sharing the stage with wealth.com at SPARK! was a milestone moment for ePIC, and frankly, an honest one. Software is a tool. We built ePIC because advisors don't need another tool - they need a solution. The unmet need in our industry has never been product. It's process. Estate planning is the entry point to every meaningful financial relationship, and we built a system that lets advisors lead it without practicing law, without learning new software, and without losing the family to the next generation. PEAK saw what's coming. We're proud to be in the room with them." Quote from Denny Artache, ePIC advisor partner. "Before I started leading with estate planning, I was doing what most advisors do - chasing referrals, hosting product seminars, and watching my best relationships drift when assets moved to the next generation. ePIC changed the math for me. One of my recent estate planning events brought in over 200 registrants and uncovered millions in investable assets across follow-up appointments. More importantly, my clients' kids know who I am. I don't worry about wealth walking out of the door anymore." About the Estate Planning imperative. Industry data continues to underscore the urgency. According to Caring.com (2024), 67% of Americans have no estate plan in place. Cerulli Associates projects that approximately $124 trillion will transfer between generations through 2048, with women expected to control more than $30 trillion of that wealth. Advisors who do not engage in estate and legacy planning conversations risk losing those households when assets move - historically, the majority of widows and adult heirs change advisors within a year of inheriting. ePIC's model addresses this risk directly through its Outsourced Estate Planning Team process, which engages both spouses, introduces heirs early, and positions the advisor as Trust Investment Advisor where appropriate, retaining the investment management role through the generational transition. About ePIC Services Company. Founded by Carter Wilcoxson, ePIC Services Company is the only turnkey marketing and attorney-backed estate and legacy planning system for financial advisors, insurance agents, IMOs, BGAs, RIAs, and broker-dealers. ePIC's three-pillar framework - client acquisition, client retention, and generational control - is delivered through its Outsourced Estate Planning Team (OEPT), MVP Marketing System, and Client Acquisition Kit Bundle. The company has supported the completion of 1,000+ estate plans with zero compliance issues and continues to expand its advisor partner network nationally. ePIC Services Company is currently entering its next phase of growth, with significant expansion of its advisor onboarding capacity, technology infrastructure, and partnership model planned over the coming year.