The Concierge Tax & Estate pilot provides eligible customers access to complimentary tax filing and estate planning with a dedicated team of financial experts. This limited-time pilot is available for customers who transfer at least $500k in net new assets between receipt of the offer and March 15, 2026, and maintain $1M+ on Robinhood.

This offer may be combined with other eligible Robinhood offers. Availability is limited.

Request access

Tax filing

Work with a dedicated CPA or Enrolled Agent to prepare and file your tax returns, including:

• Individual, joint, and eligible business tax returns
• Federal and state returns
• Rental property income
• K-1 income
• Complex investment activity (such as high-volume trading, crypto, and capital gains)
• Foreign income or foreign assets reported on a US tax return
• Tax filing extensions when additional time is needed

Not included:

• Cross-border or dual-country filings
• US territory or possession filings
• International tax disputes or representation before foreign tax authorities

Tax preparation and filing services are provided by Taxfyle*.

Estate planning

Create or update key estate planning documents, including:

Core documents

• Revocable Living Trust (individual or joint)
• Last Will & Testament (including pour-over provisions)
• Durable Power of Attorney
• Health Care Power of Attorney or Advance Health Care Directive
• HIPAA Authorization
• Supporting trust documents (such as Certification of Trust, Schedule of Assets, and Tangible Personal Property Memorandum)

Additional support

• Funding letters and execution instructions
• Trust restatements (to amend or update an existing trust)
• Guardian appointments for minor children
• Burial instructions

Estate planning services are provided through Vanilla*.

Concierge support

Eligible customers will also have access to 1:1 appointments with a dedicated Concierge relationship manager who can help coordinate services and guide next steps throughout the pilot.

To qualify for the Concierge Tax & Estate pilot, you must:

• Transfer or deposit at least $500,000 to Robinhood between receipt of the offer and March 15, and
• Maintain $1 million or more in assets on Robinhood

Eligibility is evaluated based on assets held across your Robinhood accounts, excluding those held in a Robinhood checking account . Availability is limited, and enrollment will close once the pilot reaches capacity.

This offer may be combined with other eligible Robinhood offers.

*Robinhood Financial LLC (“Robinhood”) does not provide tax preparation, tax filing, or estate planning services, including will or trust preparation. Tax preparation and filing services are offered through Tickmark, Inc. d/b/a Taxfyle (“Taxfyle”), and estate planning services are offered through Vanilla Technologies Inc. (“Vanilla”). Robinhood, Taxfyle, and Vanilla are separate and unrelated entities. Robinhood Financial is not responsible for, and does not guarantee, the content of these third-party services or the collection or use of information by the third-party services regarding its customers. Terms apply.