Wealth.com revolutionizes estate planning for financial advisors by offering an AI-driven platform that simplifies the estate management process and enhances client engagement.
EAeMoney Advisor is a financial planning software provider that helps advisors and their clients achieve their financial goals.
FreeWill makes estate planning warm, intuitive, and totally free.
LILegacy Suite is an all-in-one digital estate planning platform helping users manage their digital assets and legacies effectively.
Trust & Will is a digital estate planning platform that simplifies the creation of legally valid wills and trusts online, making estate planning accessible and affordable.
CLClearEstate is a digital-first estate settlement and planning platform that offers a comprehensive, user-friendly solution to guide executors and individuals through the complexities of estate management with professional support.