Estate Planning tools for financial advisors

15 listed · Which firms use each, advisors' ratings and reviews, integrations and features.

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AdvisorTech	People	Categories	Rating
BeyondWillMCP	—	Estate Planning	No reviews yet
Brentmark	—	Estate Planning	No reviews yet
Claude for Financial AdvisorsMCP Financial advisors can now connect Claude to the custodians, portfolio platforms, CRMs, and planning tools they depend on, along with new skills tailored to the daily work of a financial advisor.	—	AI PlatformsAI Assistants/AgentsClient Meeting Support+4 more	★★★☆☆ 3.0 (1)
EncorEstate Plans	EncorEstate PlansS. Tate-Plans	Estate PlanningOutsourced Estate Document Preparation	No reviews yet
Epilogue	—	Estate Planning	No reviews yet
EstateView	—	Estate Planning	No reviews yet
FinDashMCP Run your firm with clarity	George ConstableAdam Jonah	Financial PlanningEstate PlanningPerformance Reporting+6 more	No reviews yet
FP Alpha	—	Estate PlanningTax Planning	No reviews yet
Luminary	—	Estate Planning	No reviews yet
Number Cruncher	—	Estate Planning	No reviews yet
Trust & Will	—	Estate PlanningOutsourced Estate Document Preparation	No reviews yet
Vanilla	Michael Brady	Estate PlanningOutsourced Estate Document Preparation	No reviews yet
Wealth.comMCP	—	Estate PlanningTax PlanningOutsourced Estate Document Preparation	No reviews yet
Yourefolio	—	Estate Planning	No reviews yet
zCalc Estate Planner	—	Estate Planning	No reviews yet