What Estate Planning solution are you using?

Scores are a mixture of Kitces and t3 satisfaction scores.

Attached pie chart is the results of my tech survey so far.

EncorEstate Plans - 4.14

YourEFolio - 4.13

NumberCruncher - 4.00

FP Alpha - 4.00

Estate Guru - 3.83

Vanilla - 3.32

Trust & Will

Wealth.com

Brentmark Estate & Charitable Planner Live

Other (comment below)

11 votes

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