Estate Planning companies

Luminary develops an AI-native platform for wealth transfer services, converting legal documents into digital records for advisors.

Wealth.com provides an AI-powered estate and tax planning platform for wealth management firms to broaden access to planning services.

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BakerAvenue is a wealth management and investment advisory firm, founded in 2004 and headquartered in San Francisco, serving high-net-worth clients, trusts, fou…

Fee-only registered investment advisory and financial planning firm, founded 1999, providing integrated wealth management including investment, tax, estate and…

Ebby Halliday Companies is a residential real estate group founded in 1945, offering brokerage, leasing, financing, title and property insurance services across…