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Estately Enables Advisers to Offer Estate Planning - NonProfit PRO

Retrieved on: 2024-11-12 22:55:04

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Summary

The article discusses FreeWill's Estately, a software enhancing estate planning for financial advisors, aligning with philanthropy via improved wealth management. Tags emphasize estate planning's integration into financial/wealth management, leveraging technology for streamlined philanthropy.

Article found on: www.nonprofitpro.com

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