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 For decades, estate planning has resisted innovation by clinging to outdated processes ...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 ...

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 ...

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 ...

For many people, estate planning sits firmly in the category of "important, but someday." It's easy to put off writing a will or setting up a trust when life is busy and the process feels intimidating ...

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 ...