Zocks, Wealth.com Tie-Up Targets AI-Driven Estate Planning for Advisors
Zocks and Wealth.com have formed a new partnership designed to make it easier and faster for financial advisors to help clients complete estate plans using AI. The two-way integration allows Zocks to capture key details from client conversations and automatically sync client and estate-planning information directly into Wealth.com, cutting out hours of manual data entry and days of back-and-forth to update records and process documents, the companies said.
The integration also pulls data from Wealth.com—such as quiz responses, document status, existing documents, and recommendations—back into Zocks to support meeting prep, follow-ups, email responses, and other client touchpoints.
“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.”
Danny Lohrfink, chief product officer at Wealth.com, said the collaboration is about marrying efficiency with a better client experience. “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,” he explained.
The partnership comes on the heels of Zocks’ recent $45 million Series B fundraise, which brought the San Francisco–based firm’s total funding to $65 million following its $13.8 million Series A in March 2025.
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