FP Alpha’s Estate Lab 2.5 represents a major leap forward in wealthtech innovation, redefining how advisors approach advanced planning. Building on FP Alpha’s groundbreaking use of AI to automate and scale estate, tax and insurance planning, Estate Lab 2.5 can analyze hundreds of data points from complex legal documents — identifying gaps, uncovering planning opportunities and generating actionable insights in minutes. What once required specialized credentials or outside legal reviews can now be accomplished seamlessly within an advisor’s workflow.These visual, client-friendly outputs empower advisors to proactively guide clients through evolving tax landscapes.