Jump partners with Wealth.com on estate planning

February 13, 2026

Jump, an artificial intelligence (AI) solutions provider for financial advisors and financial services firms, has partnered with Wealth.com, an estate and tax planning platform, to integrate estate planning data directly into advisors’ meeting preparation workflows.

The strategic integration enables advisors using both platforms to pull estate planning information from Wealth.com into Jump’s pre-meeting preparation experience. Over time, the partnership will also allow structured estate-related updates captured in Jump to be pushed back into Wealth.com.

The move is designed to streamline workflows, reduce manual data entry and help advisors maintain up-to-date estate plans without duplicating work across systems.

Through the integration, estate planning households, roles and document statuses from Wealth.com are surfaced within Jump’s pre-meeting experience, alongside meeting history and other connected data. This provides advisors with a more comprehensive view of each client, making it easier to identify gaps, missing roles or outdated documentation.

By cutting down on manual preparation tasks, Jump aims to support its broader mission of helping advisors reclaim time for higher-value work. According to the company, more than 90% of Jump users report reallocating saved time towards revenue-generating activities.

Jump’s Insights Report, released earlier this year, found that estate planning features in approximately 45% of advisor-client meetings and is strongly correlated with positive client sentiment. By embedding estate planning data directly into meeting preparation, the integration seeks to equip advisors with the context needed to approach these conversations with greater confidence and deliver an improved client experience.

Key benefits of the integration span the full client lifecycle. Before meetings, advisors gain visibility into estate planning households, roles and document statuses, helping them quickly spot gaps or outdated records. After meetings, the need for manual re-entry of information is reduced, and in future phases, advisors will be able to capture estate-related updates discussed during meetings and send structured insights back into Wealth.com.

Across ongoing client relationships, estate planning data is combined with meeting notes and other integrations within a single client view, supporting more effective preparation, follow-up and continuity.

Parker Ence, co-founder and chief executive officer of Jump, said, “At its core, this integration connects what advisors talk about with what their planning systems know.

“By bringing estate planning data directly into meeting preparation, we’re reducing friction for advisors so they can focus less on administrative work and more on delivering advice that reflects what clients actually care about.”

Danny Lohrfink, co-founder and chief product officer of Wealth.com, said, “There’s a high degree of overlap between advisory firms using Jump and Wealth.com, and our capabilities naturally complement each other.

“By combining contextual conversations with complex calculations, we create a better client experience and give advisors more time to focus on the relationship.”