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 ...

For decades, estate planning has resisted innovation by clinging to outdated processes that waste time, money, and resources.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, ...

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 ...

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 ...

Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney ...

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, ...

Many people assume that estate planning is just for the wealthy. While it's true that estate planning for millionaires is critical, everyone needs an estate plan — no matter how little money they ...

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 ...

Rafael is CEO & co-founder of Wealth, a financial technology startup modernizing estate planning by making it dynamic & accessible for all. You know you need an estate plan, but you’re not alone if ...