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 ...

For decades, estate planning has resisted innovation by clinging to outdated processes that waste time, money, and resources.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

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 ...

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, ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...