46,051 results for "Online estate planning software"
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We empower advisors to create competitive plans and improve client outcomes by providing an interactive platform that addresses longevity risk and sequence of return risk – two critical factors in retirement planning. JourneyGuide allows advisors to work directly with clients, offering personalized solutions and fostering a collaborative planning experience.
Founded in 2015, JourneyGuide has grown from a simple Excel spreadsheet to a sophisticated software solution, driven by a mission to exceed customer expectations and provide the best possible outcome for their clients. Our team of experienced financial services and technology veterans is committed to disrupting the industry and changing the way people think about retirement.
Our core service is guiding clients through the complexities of estate planning, including drafting wills, trusts, and powers of attorney, ensuring their wishes are honored and their loved ones are protected. We understand the emotional challenges associated with these decisions and strive to create plans that reflect each client’s unique values and circumstances.
Carolina Estate Planning distinguishes itself through a commitment to compassionate, client-centered service and deep expertise in fiduciary litigation. We handle disputes related to estate administration, trust contests, and guardianship matters, advocating fiercely for our clients’ interests. We also assist with Medicaid asset protection trusts and charitable giving strategies.
Founded in 2018, we’ve grown to a team of 10 professionals dedicated to providing comprehensive legal support to our clients throughout North Carolina and beyond. We are committed to helping families navigate life’s transitions with confidence and peace of mind.
We provide compassionate legal guidance to individuals and families navigating complex legal matters related to wealth preservation, long-term care, disability benefits, and guardianship. Our focus is on helping clients protect their assets, ensure their loved ones’ well-being, and plan for the future with confidence.
As experienced North Carolina estate attorneys, we offer a personalized approach, working closely with each client to understand their unique circumstances and goals. We handle a wide range of services, including wills and trusts, special needs trusts, Medicaid planning, estate administration, and guardianship proceedings.
Southpoint Estate Planning is committed to providing clear, accessible legal advice and dedicated support throughout the entire process. We strive to be a trusted partner in helping our clients achieve peace of mind and secure their legacy.
Harrogate Estate Planning Ltd is a North Yorkshire-based estate planning specialist, dedicated to protecting your loved ones’ financial future. We help individuals and families create bespoke Wills, Trusts, and Powers of Attorney to ensure assets are passed efficiently and securely. Our approach focuses on providing peace of mind and certainty, safeguarding your estate from potential risks such as inheritance tax, divorce settlements, and care fees. We offer comprehensive solutions, including Business Succession planning and Bloodline Planning, ensuring your wishes are honored and your family benefits.
At Harrogate Estate Planning, we understand the complexities of estate planning and the significant impact it can have on your family. We specialize in protecting assets, minimizing inheritance tax, and safeguarding against unforeseen circumstances like divorce or care home costs. Our experienced team provides tailored advice and support, guiding you through the process with clarity and compassion.
Our key services include Wills, Trusts, Powers of Attorney, and Business Succession planning. We are committed to providing a personalized service, taking the time to understand your unique circumstances and goals. We work with you to create a comprehensive estate plan that protects your assets and ensures your loved ones are well-provided for.
We understand that estate planning can be complex and emotionally challenging. Our experienced legal team guides clients through every step, ensuring their wishes are honored and their assets are protected for future generations.
As members of the American Academy of Estate Planning Attorneys, we are committed to providing personalized legal solutions tailored to each client’s unique circumstances. We prioritize clear communication and accessible service, unlike many other estate planning attorneys.
Founded in 2008, we’ve helped countless families secure their legacy and navigate the complexities of probate. We are dedicated to providing air-tight estate plans that last for generations.
We provide expert guidance and support across a range of critical areas, including Estate Planning, Estate Administration, Business and Corporate Planning, Professional Practice Planning, and Tax Planning. Our dedicated team focuses on building strong attorney relationships and delivering tailored legal solutions to meet your unique needs.
At NC Planning, we prioritize clear communication and proactive strategies to safeguard your assets and ensure your long-term success. We are committed to providing you with the legal knowledge, advice, and services you deserve. We serve clients seeking robust legal protection and strategic planning for their future.
Recognized for its expertise through AV Preeminent peer-review ratings and inclusion in Louisiana Super Lawyers, Goode Tax and Estate Planning Law Group, LLC offers personalized support throughout the estate administration process, ensuring clients navigate complex legal procedures with confidence. With a dedicated team and a commitment to client satisfaction, they help Baton Rouge residents plan for the future and protect their assets.
We help our clients navigate complex financial decisions with clarity and confidence, focusing on building long-term wealth and achieving their unique goals.
At Oath Planning, we distinguish ourselves through our commitment to transparency and evidence-based guidance, free from hidden fees and emotional biases. Our team of experienced investment attorneys and fiduciary advisors provides personalized strategies grounded in academic research and a deep understanding of the market.
We’re dedicated to empowering our clients to overcome financial fears and make informed choices, ultimately leading to greater peace of mind and a secure future. Our approach is rooted in a fiduciary duty, prioritizing your best interests above all else.
We serve a diverse clientele across the United States, offering tailored solutions for retirement planning, estate planning, and investment management. We are committed to building lasting relationships based on trust and integrity.
We believe financial planning should reflect your values and priorities, not just numbers. Our approach centers on understanding your ‘why’ – what truly matters to you – to create a personalized plan that aligns with your aspirations and helps you achieve your most important goals.
Founded in 2013, AVID Planning offers a collaborative and values-driven experience, helping clients define their goals, understand their financial picture, and implement steps that foster confidence and control. We’re dedicated to providing peace of mind and freedom, ensuring your financial plan is flexible and adaptable to your evolving needs.
With a team of experienced professionals, including David Harpool, AAMS®, we’re committed to guiding you towards a fulfilling and secure financial future.
We help families and business leaders protect their assets, legacies, and financial futures through meticulous estate planning strategies. Our experienced team guides clients through complex legal processes, ensuring their wishes are honored and their loved ones are provided for.
What sets us apart is our commitment to personalized service and creative problem-solving. We offer a full suite of legal services, including will preparation, trust administration, probate litigation, and elder law, all delivered with sensitivity and expertise. Founded in 1958, we’ve built a strong reputation for delivering exceptional results and peace of mind to our clients.
We are dedicated to providing compassionate support during challenging times, assisting with everything from estate administration to navigating complex legal disputes. Our team is committed to helping you secure your legacy and protect what matters most.
We specialize in providing comprehensive legal services, including wills, trusts, probate administration, and asset protection, tailored to meet the unique needs of each client. Our experienced attorneys guide clients through the complexities of estate planning, ensuring their wishes are honored and their loved ones are protected.
At Pennington Law, PLLC, we prioritize personalized service, compassionate counsel, and a deep understanding of Arizona’s estate laws. We are committed to helping families navigate life’s transitions with confidence and peace of mind. Estate Planning Attorney, Trusts, Probate Administration, Asset Protection Trusts.
A fort lauderdale estate planning lawyer helps individuals plan for the future by creating wills, trusts, powers of attorney, and asset protection strategies to ensure their estate is managed according to their wishes.
We specialize in helping individuals navigate the complexities of estate planning, probate administration, Medicaid planning, and veteran’s benefits, ensuring they receive the support they need to protect their assets and secure their future.
Our firm distinguishes itself through a commitment to compassionate, one-on-one guidance and transparent communication, offering tailored solutions to meet each client’s unique circumstances. Founded by Joannie Rodriguez, a Board-Certified Elder Law Attorney, we bring years of experience and a genuine passion for serving the aging community.
We are proud to assist clients with Special Needs Trusts, Veteran’s Benefits, and Medicaid Planning, providing peace of mind and safeguarding their legacy.
Company Name | Location | Category | Employees | Accuracy | Website | |
|---|---|---|---|---|---|---|
Leicester, United Kingdom (UK) | Legal Legal | 2-10 | info@krsep.co.uk | http://www.krsep.co.uk | ||
Ann Arbor, United States (US) | Legal Legal | 2-10 | Chris@ArborLegal.com | http://www.ArborEstatePlanning.com | ||
Cluj-Napoca, Romania | Business Services +2 Business Services, Information Technology, Public and Community | 10-20 | info@planningwiz.com | http://www.planningwiz.com | ||
Fort Wayne, United States (US) | Finance and Banking Finance and Banking | 2-10 | sales@journeyguideplanning.com | https://www.journeyguideplanning.com | ||
Tartu, Estonia | Information Technology Information Technology | 2-10 | info@ganttic.com | https://www.ganttic.com | ||
Winston-Salem, United States (US) | Legal Legal | 2-10 | info@carolinaestateplanning.com | https://carolinaestateplanning.com/ | ||
London, United Kingdom (UK) | Legal Legal | 2-10 | hello@jameps.com | https://www.jameps.com | ||
Miami, United States (US) | Business Services Business Services | https://estateplanningattorney.us/estate-planning/ | ||||
Manchester, United Kingdom (UK) | Legal Legal | 20-30 | enquiries@estplan.co.uk | http://www.estplan.co.uk | ||
Durham, United States (US) | Legal Legal | 2-10 | info@southpointep.com | http://www.southpointep.com | ||
Porto, Portugal | Business Services Business Services | 2-10 | marketing@actioncoachporto.pt | https://www.actioncoachporto.pt/planningclub | ||
Harrogate, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@harrogateestateplanning.co.uk | https://www.harrogateestateplanning.co.uk/ | ||
Manchester, United Kingdom (UK) | Creative and Entertainment Creative and Entertainment | 2-10 | info@qaplanning.co.uk | http://www.qaplanning.co.uk | ||
Irvine, United States (US) | Legal Legal | 2-10 | info@ourestateplanningattorney.com | http://www.ourestateplanningattorney.com/ | ||
London, United Kingdom (UK) | Creative and Entertainment Creative and Entertainment | 10-20 | info@4dplanning.com | https://www.4dplanning.com | ||
London, United Kingdom (UK) | Legal Legal | 10-20 | trustpilot@estate-bee.com | https://www.estate-bee.com | ||
Cary, United States (US) | Legal Legal | 10-20 | info@ncplanning.com | http://ncplanning.com | ||
Baton Rouge, United States (US) | Legal Legal | 2-10 | info@goodetaxandep.com | https://www.goodetaxandep.com/ | ||
Tulsa, United States (US) | Finance and Banking Finance and Banking | 10-20 | info@oathplanning.com | http://www.oathplanning.com | ||
London, United Kingdom (UK) | Sales and Marketing +1 Sales and Marketing, Design Services | 2-10 | planningunit.co.uk | |||
St Petersburg, United States (US) | Finance and Banking Finance and Banking | 2-10 | info@avidplanning.com | http://www.AVIDplanning.com | ||
St. Petersburg, United States (US) | Legal Legal | 10-20 | info@bestlegacylawyer.com | https://www.bestlegacylawyer.com/ | ||
Hemel Hempstead, United Kingdom (UK) | Legal Legal | 2-10 | info@addlifewills.co.uk | https://addlifewills.co.uk/ | ||
Coral Gables, United States (US) | Legal Legal | info@perlinestateplanning.com | https://perlinestateplanning.com/ | |||
Redhill, United Kingdom (UK) | Information Technology Information Technology | 10-20 | support@softakensoftware.com | http://www.softaken.com/ | ||
Birmingham, United Kingdom (UK) | Creative and Entertainment Creative and Entertainment | 2-10 | info@deltaplanning.co.uk | https://www.deltaplanning.co.uk/ | ||
Rochester, United States (US) | Public and Community +1 Public and Community, Other | 50-100 | connect@epcrochester.org | http://epcrochester.org | ||
Manchester, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | info@nextgenerationestateplanning.co.uk | https://nextgenerationestateplanning.co.uk/ | ||
Northants, United Kingdom (UK) | Creative and Entertainment Creative and Entertainment | 2-10 | info@cctownplanning.co.uk | http://www.cctownplanning.co.uk | ||
Swindon, United Kingdom (UK) | Finance and Banking Finance and Banking | 2-10 | enquiries@futureplanningwm.co.uk | http://www.futureplanningwm.co.uk/ | ||
Manchester, United Kingdom (UK) | Creative and Entertainment Creative and Entertainment | 20-30 | info@acertownplanning.co.uk | https://acertownplanning.co.uk/ | ||
Bristol, United Kingdom (UK) | Creative and Entertainment Creative and Entertainment | 2-10 | mail@pearceplanning.co.uk | http://www.pearceplanning.co.uk | ||
London, United Kingdom (UK) | Real Estate Real Estate | 10-20 | planning@union4.co.uk | http://www.union4.co.uk | ||
Surprise, United States (US) | Finance and Banking Finance and Banking | 2-10 | support@penningtonestateplanning.com | http://www.penningtonestateplanning.com | ||
London, United Kingdom (UK) | Legal Legal | 2-10 | info@regalwills.co.uk | https://regalwills.co.uk/ | ||
Manchester, United Kingdom (UK) | Creative and Entertainment Creative and Entertainment | 10-20 | admin@asteerplanning.com | http://www.asteerplanning.com/ | ||
Guildford, United Kingdom (UK) | Business Services +1 Business Services, Information Technology | 50-100 | request@softwareplanet.group | https://softwareplanetgroup.co.uk | ||
Houston, United States (US) | Public and Community Public and Community | 2-10 | info@softwarecw.com | http://www.softwarecw.com | ||
Milan, Italy | Finance and Banking Finance and Banking | 20-30 | info@plannix.co | https://plannix.co | ||
Montcada i Reixac, Spain | Manufacturing and Industry Manufacturing and Industry | 10-20 | info@totalplanning.cat | http://www.totalplanning.cat/ | ||
Bristol, United Kingdom (UK) | Creative and Entertainment Creative and Entertainment | 2-10 | david@grattanplanning.com | https://www.grattanplanning.com/ | ||
Co Dublin and surrounding areas, Ireland | Finance and Banking Finance and Banking | 10-20 | info@newalliance.ie | https://www.pensionplanning.ie/ | ||
Vienna, Austria | Information Technology Information Technology | 20-30 | info@softwareq.com | https://www.softwareq.com | ||
Broward Office 3333 W. Commercial Blvd, Suite 202 Fort Lauderdale, FL 33309, United States (US) | Business Services Business Services | 1 | https://gwfloridalaw.com/services/estate-planning-asset-protection/ | |||
Crawley, United Kingdom (UK) | Creative and Entertainment +1 Creative and Entertainment, Finance and Banking | 200-500 | info@squiresplanning.co.uk | http://www.squire.com/ | ||
Białystok, Poland | Business Services +1 Business Services, Information Technology | 100-150 | info@softwarehut.com | https://softwarehut.com | ||
Houston, United States (US) | Real Estate Real Estate | 20-30 | marketing@teiconnects.com | http://www.teiconnects.com | ||
Coral Springs, United States (US) | Tourism and Travel Tourism and Travel | 2-10 | info@allaboutplanning.net | https://www.allaboutplanning.net | ||
Orlando, United States (US) | Legal Legal | 2-10 | info@rodriguezelderlaw.com | http://www.RodriguezElderLaw.com | ||
Manchester, United Kingdom (UK) | Creative and Entertainment Creative and Entertainment | 2-10 | info@p4planning.co.uk | https://www.p4planning.co.uk/ |
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Frequently asked questions
FAQ updated November 2025
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