at Financial Technnology Year
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Estately
from FreeWill
Software that lets financial advisors offer full-service estate planning as part of their wealth management practices, combining self-drafted and attorney-drafted documents on one platform.
Category:
Estate Planning Tools
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
Estately
Publicly available data, summarised using AI.
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