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FP Alpha
FP Alpha is an AI-driven financial planning platform that uses machine learning to enhance financial advisors' capabilities, including estate planning services.
Email: info@fpalpha.com
Phone: +1 866-786-0527
Web: https://fpalpha.com/
products
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FP Alpha Estate Planning Module
AI-powered estate planning tool that analyzes client documents, identifies planning gaps and opportunities, and provides actionable recommendations. Features document analysis for wills and trusts, estate tax projections, and customized estate planning checklists.