6JUNE 2025CFO TECH OUTLOOKManaging EditorSarah DawsonAaron Pierce Ann Bennis Antony MosesVisualizersKevin ParkerSarah DawsonManaging Editoreditor@cfotechoutlook.comEditor's NoteEmail:sales@cfotechoutlook.comeditor@cfotechoutlook.commarketing@cfotechoutlook.com JUNE 2025, Vol - 11, Issue - 01 (ISSN 2644-2841)Published by ValleyMedia, Inc. To subscribe to CFO Tech OutlookVisit www.cfotechoutlook.com Editorial StaffAva GarciaJoshua Parker Paul BarberJoy ParkerCopyright © 2025 ValleyMedia, Inc. All rights reserved. Reproduction in whole or part of any text, photography or illustrations without written permission from the publisher is prohibited. The publisher assumes no responsibility for unsolicited manuscripts, photographs or illustrations. Views and opinions expressed in this publication are not necessarily those of the magazine and accordingly, no liability is assumed by the publisher thereof.Once the domain of the ultra-wealthy or aging individuals, estate planning is undergoing a significant transformation, particularly in the United States. People from all walks of life are taking a more proactive role in securing their financial legacies. Simultaneously, the widespread adoption of digital tools has reshaped expectations. Individuals now demand platforms that are fast, intuitive, and accessible online. The top estate planning platforms reflect a clear shift from traditional, paper-heavy processes to intelligent, cloud-based ecosystems designed to meet the expectations of a digital-first generation. AI-powered tools now guide users through the estate planning process, offering personalized suggestions, flagging compliance issues, and automating document updates as regulations or life circumstances change. This automation enhances efficiency for professionals and empowers individuals to make informed decisions without having to navigate complex legal jargon. These platforms are no longer limited to drafting wills or trusts. Instead, they offer comprehensive solutions encompassing asset inventory, digital legacy management, healthcare directives, power of attorney, and beneficiary designation. These systems are increasingly designed to collaborate seamlessly with financial institutions, legal advisors, and insurance providers, giving users a connected and comprehensive view of their estate.Additionally, cybersecurity and data privacy remain non-negotiable priorities. With sensitive personal and financial data at stake, top platforms are investing in military-grade encryption, biometric authentication, and blockchain-based audit trails to ensure security. As cyber threats become more sophisticated, providers are actively upgrading their systems to meet the highest standards of protection and transparency. Accessibility and inclusion have also become central to platform design. Today's solutions are developed to serve a broader audience, including underserved communities and individuals managing estates across multiple jurisdictions. Features such as multilingual support, mobile-friendly design, and flexible pricing models help ensure that more people--regardless of income, location, or technical expertise--can engage in estate planning.The top estate planning platforms of 2025 are characterized by their seamless integration of legal expertise with advanced technology. In this issue, we explore the growth of this market and highlight the most influential players. One such company is Wealth, a platform that leads the way in modernizing estate planning for financial advisors and institutions.We also feature insights from industry leaders like Frida Roneus, Head of Digital Strategy & Transformation at Sumitomo Mitsui Banking Corporation, and J Douglas Maxwell, Chief Financial Officer at American First Finance. We believe that their perspectives will offer valuable guidance to help you make more informed business decisions.Let us know your thoughts.ESTATE PLANNING ENTERS THE DIGITAL AGEDisclaimer: *Some of the Insights are based on our interviews with CIOs and CXOs
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