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Yourefolio Blog Posts
Staff Writer
Nov 19
What Clients Don't Tell Their Financial Advisors Would Surprise You
Estate planning helps uncover items clients would not normally tell advisors
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Staff Writer
Nov 19
Will AI Really Make an Impact in Estate Planning Technology?
AI and the effect on estate planning
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Staff Writer
Nov 15
How estate planning attorneys can compete with “do-it-yourself” document systems
They are everywhere, do-it-yourself Trusts and Wills. It started with Legal Zoom and Rocket Lawyer.
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Staff Writer
Nov 15
The Landscape of Estate Planning Technology in 2024
Well, here we are again, our annual review of the estate planning technology landscape.
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