Resources

Blog

External Articles

Featured Resources

Show All

Blog

External Articles

Inheritance Planning Crossword Puzzle #1

2 MINUTE READ TIME
Estate IQ Inheritance Planning Crossword Puzzle #1 First off, thanks for taking the time to engage with our crossword puzzle. OneDigitalTrust is committed to increasing knowledge about estate and inheritance planning. We’ve designed our platform to make users more educated and knowledgeable about the inheritance planning process and terminology so they’ll be better informed about their choices. Bottom line:  the […]
Read More

How Estate Planning Can Help Institutions Win the Loyalty Customers & Employees

4 MINUTE READ TIME
Deliver More for Your Customers and Employees with Affordable Access to Estate Planning Estate planning is an essential part of planning for the future, though many people fail to plan for this eventuality. As an institution, helping your customers and employees create an estate plan isn’t just a perk; it says that you care about […]
Read More

Avoid Headaches from Settling an Insolvent Estate

3 MINUTE READ TIME
Three Challenges for the Executor when Administering an Insolvent Estate Debt is a part of life for the majority of us. As an executor, settling debts on behalf of the deceased can be a burdensome task, especially when it is a loved one that the executor just lost. However, that task can become all the […]
Read More

No Estate Plan? Why You Should Care About the Consequences!

5 MINUTE READ TIME
The Consequences for You and Your Family by Not Having an Estate Plan There are a lot of excuses that people have for putting off estate planning. Some think they are too young and have plenty of time to worry about estate planning later. Others think they just aren’t wealthy enough to need estate planning, […]
Read More

OneDigitalTrust named in Top Twenty Most Promising Technology Companies in 2022

1 MINUTE READ TIME
OneDigitalTrust was selected and featured by SiliconIndia magazine in their 2022 siTech20 issue which showcases the twenty most promising technology companies in the US which are founded and managed by Indians in the US. Click here to read the article in the digital issue on the publisher’s website.
Read More

Here’s Why More than 65% of Your Customers Have Not Created a Legally Valid Plan to Distribute their Wealth When They’re Gone

4 MINUTE READ TIME
5 Reasons People Fail to Do any Estate Planning There’s a huge number of your customers and clients who haven’t created a viable plan to distribute their wealth when they are gone. In fact, 65% of American adults have not created a viable plan to distribute their wealth.
Read More

Why Prioritizing Personal Wellness Can Be A Win For Institutions, Customers, And Employees

2 MINUTE READ TIME
This article was originally published in Forbes on April 18th, 2022. The Covid-19 crisis spawned severe and synchronized economic scarring worldwide, leaving a $16 trillion price tag in its wake. But it is the human scarring that has been its most sizable consequence—the disappearance of over 3 million lives translated as 20 million years of life lost. The impacts of such an unprecedented crisis on personal wellness are here to stay.
Read More

The Most Valuable Part of Your Estate Plan: Your Story

5 MINUTE READ TIME
How to Get Started on Preserving Your Life Stories The things we leave behind aren’t the only things that matter when we pass away. What is just as, if not more, important is the legacy we leave behind. Think of it this way, what will happen to your life stories when you pass away? Will […]
Read More

The Importance of Having Clients Re-Examine Their Will

3 MINUTE READ TIME
When to Encourage Clients to Take Another Look and Why You know the saying life passes you by when you are having fun? That old saying has never been more true than it is today. Life seems to fly by even during challenging times and the regular day-to-day of it all. But all of that […]
Read More

Know What You Need to Know: What Should You Actually Have on Your Radar as Your Parents Age?

5 MINUTE READ TIME
Why Talking with Aging Parents about Inheritance Planning is a Personal Responsibility No one likes to talk about their inevitable death or the death of a loved one, but the key word here is “inevitable.”  While conversations around planning for this eventuality with your parents may be uncomfortable, they are imperative. Why? Because having this […]
Read More

How to Bequeath Sentimental Items in a Way that Sidesteps Contention and Family Strife

3 MINUTE READ TIME
Tips to Help You Bequeath Items in a Way that Avoids Family Conflict We’ve seen the portrayals in the media of family members fighting over sentimental items after a loved one’s death. These scenes aren’t totally from fantasy–it does happen in real life! However, more importantly, we all have something to pass on and planning […]
Read More