As the CEO of a fast-growing estate planning startup, I’ve had a front-row seat to an industry stuck in the past. For decades, estate planning has resisted innovation by clinging to outdated processes ...

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 ...

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 ...

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 ...

NerdWallet reviews several companies that provide will-making software and estate planning tools for U.S. customers. Some of these providers charge additional fees for certain services. We collect ...

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 ...

An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder most people procrastinate creating one. “It’s shocking how many ...

14 advisors, attorneys, and operations leaders are reshaping how the financial planning industry approaches estate planning.