You can use online will making programs to create a legally binding will and estate plan. You’ll be able to choose from a ...

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 ...

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 ...

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 ...

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 ...

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, ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

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 ...

Estate planning isn’t about how much you have. Instead, it’s about protecting what you’ve spent a lifetime building. You've worked hard for years to pay down debt, pay off your home and grow your ...