EstateCon 2027

February 1-3, 2027 · Scottsdale, AZ

EstateCon is a newer entrant on the calendar, hosted by Wealth.com, and it addresses a shift rather than a discipline: estate planning moving from something advisors refer out to something they deliver. That premise attracts a different crowd than a traditional estate conference — more advisors, more technologists, fewer people who bill by the hour.

Who attends

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

What's on the agenda

• Delivering estate planning as an advisor-led service

• Technology for document generation, review and visualization

• The advisor-attorney relationship and where the line sits

• Pricing and packaging an estate offering

• The wealth transfer and what it means for firm positioning

Why estate delivery depends on knowing what a family actually owns

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. Getting the ownership data right is the precondition for delivering estate planning at any scale.

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

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