Estate Planning More Than Money: The Tech Stack Today’s Clients Expect from Advisors Read More » April 14, 2025
Estate Planning Modern Advisors Offer More: How Online Estate Planning Sets You Apart Read More » April 14, 2025
Estate Planning More Than Money: The Tech Stack Today’s Clients Expect from Advisors Read More » April 14, 2025
Estate Planning Modern Advisors Offer More: How Online Estate Planning Sets You Apart Read More » April 14, 2025
Estate Planning Part 2: Casting a Wide Net: How Online Estate Planning Platforms Can Protect More Americans Read More » January 30, 2025
Casting a Wide Net: How Online Estate Planning Platforms Can Serve More Americans Read More » January 30, 2025
Planned Giving Why a Planned Giving Section in Your Policies and Procedures Manual is Essential Read More » April 13, 2025
News LifeLegacy Partners with Proof to Bring Remote Online Notarization to Estate Planning Read More » August 28, 2024
News Seamless Planned Giving is Here: LifeLegacy and Virtuous Lead the Way With Latest Integration Read More » August 28, 2024
Estate Planning More Than Money: The Tech Stack Today’s Clients Expect from Advisors Read More » April 14, 2025
Estate Planning Modern Advisors Offer More: How Online Estate Planning Sets You Apart Read More » April 14, 2025
Planned Giving Why a Planned Giving Section in Your Policies and Procedures Manual is Essential Read More » April 13, 2025
Planned Giving How to Leverage Your Giving Societies for Planned Giving Conversations Read More » March 26, 2025
