Tag: Digital Estate Planning

Wealth.com, a leading estate planning platform for financial advisors, has been selected as the official estate planning partner of Osaic’s National Planning Institute (NPI).

Trust & Will, a leading digital estate planning platform, has raised over $25m in its Series C funding round.

Erie Strategic Ventures, the venture capital arm of Erie Insurance, has revealed strategic investments in three cutting-edge portfolio companies: Wagmo, Roots Automation, and Trust & Will.