For decades, estate planning has resisted innovation by clinging to outdated processes that waste time, money, and resources. It’s time for a reset. The Fast Company Executive Board is a private, ...

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 ...

FreeWill, a social-good enterprise at the nexus of philanthropy and estate planning, announced today the launch of Estately, a software solution that allows financial advisors to offer full-service ...

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 ...

Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management ...

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 ...

Your clients expect more than portfolio management — they want comprehensive wealth planning that protects their legacy. But selecting estate planning technology that actually delivers on its promises ...

And while the use of these applications has grown exponentially, some advisors and attorneys say caution is warranted. Estate planning is becoming an increasingly important part of general service ...