Resources

Articles
August 13, 2025

The Benefits of Estate Planning Software: Financial Planners Need This Tool

Articles
August 13, 2025

Best Online Estate Planning Software: How to Choose the Right Tools for What Your Clients Need

Articles
August 13, 2025

After the Legal: Estate Planning Software for Financial Planners and Their Clients

Articles
August 13, 2025

Scaling Success: The Best Will and Estate Planning Software Financial Planners Need Now

Articles
August 13, 2025

One Stop (Software) Shop: How Estate Planning and Tax Planning Software Equals Financial Firm Success

Articles
August 13, 2025

Why Cloud-Based Estate Planning Software Is the Future for Your Financial Practice

Articles
August 13, 2025

Ready to Build Your Estate Planning Practice? Software That Creates Success

Articles
August 13, 2025

Professional Estate Planning Software: 6 Questions to Ask Before You Invest

Case Studies, Video
August 8, 2025

How One Advisor Is Delivering Immediate Value with Tax Planning

Smiling person in a beige blazer and blue shirt sits at a desk with a tablet. A laptop, glass of water, and coffee cup are nearby, conveying a professional setting.
Articles
June 11, 2025

Thinking About Estate Planning? Law Software and Financial Planning Software Create Legacy Plans Together

Holistiplan is hard at work, and features are being added all the time. Sign up for updates to stay up to date on our latest features and offerings.

©2025 Holistiplan