Estate planning plays an important role within wealth management by providing an additional tool financial advisors can use to add value and build stickier client relationships.

WealthTech firms are developing solutions that democratize estate planning through artificial intelligence, design thinking, and automation. Wealth managers who leverage this disruptive technology will make estate planning more accessible to a wider client base, improve the ability of financial advisors to differentiate themselves, and drive future growth.

Learn more by downloading our latest whitepaper.