Trusts & Estates

read
Trusts & Estates

Roadmap to Digital Estate Planning and Administration

Digital assets present new complexities that attorneys must address if they are to create comprehensive estate plans. No longer can language in estate planning documents, alone, serve as a means of achieving a client’s goals. Online directives are not a one-size-fits-all situation. This is where estate planning professionals must take the reins. In order to help clients maintain online privacy, download “Roadmap to Digital Estate Planning and Administration.”


Complete the form to get your free guide

Related Resources

Quarterly24 V18 1
read
Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 1—Estate Planning in the Digital Age

This issue of the WealthCounsel Quarterly will equip you to educate your clients about the need to plan for their digital assets, help you design effective estate plans to transfer those assets to their beneficiaries, and increase your firm’s efficiency.

Learn More
Quarterly22 V16 1
read
Trusts & Estates

WealthCounsel Quarterly, Volume 16, No. 1—Asset Protection

This issue of the WealthCounsel Quarterly focuses on asset protection considerations and strategies. It also invokes vibrant discussion within the member community.

Learn More
Quarterly22 V16 2
read
Trusts & Estates

WealthCounsel Quarterly, Volume 16, No. 2—Small Business

This issue of the WealthCounsel Quarterly will spur fruitful conversations with your small business clients that will result in positive outcomes for their businesses.

Learn More

Get the Premier Magazine for Industry Thought Leaders