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Financial advisors face a significant opportunity and challenge with estate planning, a critical component of holistic wealth management. However, many advisors lack the necessary tools. Danny Lerfling, co-founder and chief product officer, of Wealth.com discusses how their platform addresses this gap. Studies show a discrepancy: 93% of clients expect estate planning guidance, but only 22% feel properly served. Wealth.com offers solutions at various customer stages, from document creation to AI-driven mining and visual reporting.