Category: INSIGHTS

In today’s world, pets are more than just animals – they’re beloved family members. As financial advisors and institutions, it’s crucial to recognize the growing importance of pet care in estate planning. Our platform offers a seamless way to create pet trusts, ensuring your clients’ furry friends are cared for even when they can’t be […]

We are excited to announce that OneDigitalTrust has achieved SOC 2 Type 2 Compliance, a key milestone in our commitment to delivering the highest standards of security and data protection for our clients and partners. This attestation, awarded after a thorough third-party audit, confirms that our platform meets rigorous criteria for safeguarding sensitive information and ensuring […]

When discussing estate planning with clients and members, the focus often centers on assets, wills, and legal documents. However, the stories, values, and experiences that define their lives are equally important. Our estate planning platform’s Life Stories feature addresses this often-overlooked aspect of legacy planning, allowing your clients and members to capture and express bite-sized […]

For financial advisors and financial institutions, National Make-A-Will Month offers a unique opportunity to deepen client and member relationships, provide valuable guidance, and enhance your brand by incorporating estate planning into your services. With our Financial Advisor portal, you can easily guide clients through the estate planning process, helping them create or update their Wills. […]

By Guest Blogger Doug Trott, director & advisor to SaaS and fintech firms Well, I have been advising wealth management businesses ranging from discount brokerage to private banking for more than three decades now. One of the most significant changes, indeed, pressures on the financial advisory space has been the advent and success of self-directed, typically discount, […]

On July 21, 2023, Grammy award-winning singer Tony Bennett passed away. He was survived by his four children: Danny, Dae, Antonia and Johanna. Upon his death, the Family Trust directed that the “tangible personal property is to be distributed in equal shares” to his four children per the father’s estate plan. Bennett’s eldest son, Danny, was designated […]

Summary Despite careful planning, surviving family members may face thousands of dollars in expenses while waiting to obtain the death certificate in order to access inherited funds. The new strategic partnership and integration of the innovative Beneficiary Liquidity Plan® (BLP) with the OneDigitalTrustTM estate planning platform, creates an embedded digital capability to overcome this critical […]

Estate planning is a critical piece of the puzzle for anyone leaving a financial legacy, but same-sex couples can face unique questions and challenges. That’s because while same-sex marriage is now widely legally recognized, couples can still encounter hurdles that can complicate estate planning. Financial advisors at trusted institutions such as credit unions and community […]

CEO Sonny Kapoor and co-founder Rocky Mehta founded OneDigitalTrust, a pioneering digital estate planning platform, to spare families the stress and strain of dealing with the costly and time-consuming process of a loved one dying intestate, or without completing their estate planning. Through their own experiences, they tapped into a little-known opportunity to address the […]

Many financial advisors, particularly those serving clients through credit unions and community banks, face a challenge: how to effectively engage the “mass affluent” market. These folks have a household income of at least $75,000 and liquid assets of between $100,000 and $1 million. They comprise one-quarter of our nation’s population. They are the middle class […]