Will
A legal document used to transfer the assets of an individual's personal estate to their beneficiaries after their death.
The Role of Technology in Modern Estate Planning
Leveraging estate planning technology allows financial planners to offer their customers a unique, digital experience and build better relationships.
How Trusts and Estates Can Be Managed Virtually
From online notarization to virtual consultations, the future of virtual trust and estate planning is here.
The Technology Improving Trust and Estate Planning
Implementing the right technology will give your clients the best customer experience throughout the trust and estate planning process.