Some platforms, like LegalZoom and GoodTrust, offer attorney guidance, while others, such as FreeWill and Fabric, provide ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...

LIBERTY LAKE, Wash.--(BUSINESS WIRE)--EncorEstate Plans (Encore) – the only estate planning software for advisors that ends procrastination, ensures good inputs and correct document execution, and ...

Estate planners are increasingly incorporating digital assets into their clients’ estate plans, potentially adding another level of complexity to the planning process, according to a recent survey of ...

SALT LAKE CITY--(BUSINESS WIRE)--Vanilla, the award-winning estate planning software company, today announced the release of its second annual State of Estate Planning report, which surveyed 1,000 U.S ...

DIY Estate Planning is a self-directed approach to determining the distribution and management of one's assets after death. It involves key components such as a Last Will and Testament, a Durable ...

Financial advisor use of both tax planning and estate planning software spiked dramatically over the past two years. That was among the more notable takeaways in the T3/Inside Information Advisor ...

The wealth management industry has spent the better part of five years stacking estate planning software into its tech ecosystem. The tools are slicker. The client-facing experiences are smoother. The ...

As the financial advisory world expands to include more services and areas of expertise, customer expectations are expanding as well. But when it comes to estate planning, advisors are often falling ...

EncorEstate Plans, a Seattle-based financial services company that provides estate planning software designed exclusively for financial advisors, has appointed Matt Pistone, a co-founder of Riskalyze, ...

It’s never fun to think about death, especially your own, but estate planning is extremely important. It’s unpleasant but by planning ahead and getting your affairs in order, it makes it much easier ...