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https://www.holistiplan.com/
May 19, 2025 - Holistiplan simplifies and scales the financial planning process for taxes, insurance, and estates.
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https://www.justvanilla.com/
Jan 27, 2026 - The #1 estate planning software for advisors. Simplify estate planning. Offer on-demand plans. Visualize client's estates with AI. Optimize taxes.
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https://www.netlaw.com/
NetLaw is estate planning software that connects advisors, clients, and attorneys. Learn why our platform is the best choice for your estate planning needs.
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https://www.encorestateplans.com/
EncorEstate Plans is the most comprehensive & customizable estate planning and trust funding solution for advisors. Trusted by 5,500+ advisors, financial...
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