A Digital Estate Planning App Now Targets Advisors – Financial-Planning.com



Financial-Planning.com

A Digital Estate Planning App Now Targets Advisors
Financial-Planning.com
“We are marrying guidance with planning tools to create a complete one-stop-shop for estate planning and beyond,” Schneiderman says. Now, Schneiderman and her Everplans co-founder, Adam Seifer, are betting financial advisors, insurance agents, and …

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