As co-founder and chief product officer of Wealth.com, Danny Lohrfink has become one of the leading innovators driving the application of AI within estate and tax planning. He is the architect behind Ester Intelligence, Wealth.com's AI-powered planning platform designed specifically for financial advisors. Over the past 18 months, Danny led the evolution of Ester from an AI-powered document intelligence tool into a comprehensive estate and tax planning platform capable of analyzing complex documents, identifying planning opportunities, conducting research and generating client-ready outputs. His approach focuses on enhancing advisor expertise rather than replacing it, helping firms deliver more sophisticated planning at scale. The platform's emphasis on transparency, auditability and advisor oversight has also established a model for responsible AI adoption in financial services.