The Estate Planning Conference 2026

January 26-28, 2026 · Omni Montelucia Resort, Scottsdale, AZ

The Estate Planning Conference was Wealth.com's inaugural industry event, built around a shift rather than a discipline: estate planning moving from something advisors refer out to something they deliver themselves.

Who attended

Financial advisors and RIA firms building an estate offering, estate attorneys working alongside advisory firms, and the technology providers making document generation and estate visualization accessible to non-specialists.

What it covered

Delivering estate planning as an advisor-led service
Technology for document generation, review and visualization
The advisor-attorney relationship and where the line sits
The wealth transfer and what it means for firm positioning

Why estate delivery depends on ownership data

Estate work requires knowing every asset and exactly how each one is titled — across trusts, entities, custodians, real property and private holdings. Most firms cannot assemble that picture without weeks of manual work, which is the practical reason estate conversations stay reactive.

Milemarker is the data infrastructure layer for wealth management, unifying entity, trust, custodial and held-away data across 130+ systems.