Will
A legal document used to transfer the assets of an individual's personal estate to their beneficiaries after their death.
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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.
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How Trusts and Estates Can Be Managed Virtually
From online notarization to virtual consultations, the future of virtual trust and estate planning is here.
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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.