Surfing the 'second wave' of estate planning technology

Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform. By Anand Gupta


https://www.financial-planning.com/opinion/surfing-the-second-wave-of-estate-planning-technology?utm_source=dlvr.it&utm_medium=blogger