Trusts & Estates Magazine

Estate planning is evolving in significant ways, and if your clients haven’t updated their planning and documents for the new world of estate planning, the planning likely won’t be as effective as they wish. More than ever before, estate planning…

Technology continues to evolve estate-planning practices. Many firms may be paperless, cloud-based practices. They may be using document generation software and other software products to facilitate better client interactions, management and more efficient research and drafting. However, the reality is…

Technology has changed the face of estate planning and will continue to do so. It’s altered the way practitioners interact with their clients and colleagues and how they conduct business. Many interactions with clients are now through web meetings, electronic…