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Customer EngagementCustomer ServiceEstate Planningfinancial educationfinancial wellness

Rethinking Financial Education in a Digital World

June 30, 2025
1 MINUTE READ TIME
Financial literacy is evolving. It’s no longer confined to in-person seminars, dense brochures, or scheduled advisor meetings. Today, consumers (especially Gen Z and Millennials) are learning in short bursts, through interactive content, on their own time. They turn to TikTok explainers for quick breakdowns, YouTube walkthroughs for how-to knowledge, and Reddit threads for shared experiences. […]
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Asset AllocationAsset RetentionCustomer Engagementestate and legacy planningEstate Planningfinancial advisorsfinancial planningInvestment Planning

Why Executors & Advisors need to be concerned about undue Influence leading to (financial) elder abuse

October 27, 2023
1 MINUTE READ TIME
The Problem The population in the U.S. is aging rapidly with the 65+ age group poised to double within the next 20 years. An unwanted, yet invariable side-effect is that the occurrences of (financial) elder abuse will also experience a remarkable increase. As the level of incapacity progresses among the seniors in our population they […]
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credit unionsestate and legacy planningfinancial planningGen X

Demography is Destiny—And Estate Planning Is the Opportunity Credit Unions Can’t Afford to Miss

April 18, 2025
1 MINUTE READ TIME
As CUInsight’s article “Credit Unions: Demography is Destiny” points out, America’s shifting demographics are not just interesting trends—they’re calls to action. For credit unions, it’s time to reimagine how to stay relevant in a landscape shaped by aging Boomers, digitally fluent Millennials, and increasingly diverse communities. One of the most underleveraged ways to do that? […]
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How to Bequeath Sentimental Items in a Way that Sidesteps Contention and Family Strife

July 7, 2022
1 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 […]
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Estate Planningfinancial planningfuneralinsuranceprobate

A New Partnership To Enable Immediate Liquidity For End-of-Life Expenses From Within The OneDigitalTrust Platform

August 6, 2024
1 MINUTE READ TIME
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 […]
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Estate Planningfinancial educationfinancial wellnesswealth management

Healthcare vs. Financial Power of Attorney: Why Both Matter in Your Estate Plan

September 2, 2025
1 MINUTE READ TIME
Not all critical roles in estate planning wait until death to take effect. Two key documents—the Healthcare Power of Attorney (sometimes called a Health Care Proxy or Advance Directive) and the Durable Financial Power of Attorney—let you appoint an agent to act on your behalf during your lifetime. While you are capable, you remain in […]
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Customer EngagementEstate Planningfinancial wellnesssecurity compliancewealth management

OneDigitalTrust Is Now SOC 2 Type 2 Compliant

September 13, 2024
1 MINUTE READ TIME
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 […]
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Estate Planningfinancial advisorsfinancial planning

6 Ways to Accelerate Your Financial Advisor Marketing Plan

July 11, 2023
1 MINUTE READ TIME
As a financial advisor, you know that the industry is highly competitive. To stand out in this crowded marketplace, it’s essential for you to create a strong financial advisor marketing plan that sets your firm apart from its competitors. This article will explore six creative and innovative ways to help attract more clients while providing […]
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community bankscredit unionsEstate Planningfinancial advisors

From Management Consultant to Entrepreneur, Sonny Kapoor Finds Opportunity in Estate Planning

June 18, 2024
1 MINUTE READ TIME
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 […]
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The Most Valuable Part of Your Estate Plan: Your Story

July 28, 2022
1 MINUTE READ TIME
Plus 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? […]
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Estate Planning

Empowering Clients by Anticipating the Need for Third-Party Executors in Estate Planning

August 6, 2024
1 MINUTE READ TIME
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 […]
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Estate PlanningForbes

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

May 21, 2022
1 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.
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estate and legacy planningEstate Planningfinancial advisorsfinancial planning

Elevate Your Practice: Six Strategies to Expand Your Financial Advisory Firm

August 8, 2023
1 MINUTE READ TIME
As a financial advisor, you understand the importance of continuously growing your client base. After all, a flourishing clientele not only brings financial rewards but also positions you as a trusted expert in your field. In this blog post, we will explore how to grow your client base as a financial advisor with effective marketing […]
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Estate Planning

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

May 5, 2022
1 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.
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estate and legacy planningEstate Planningfinancial advisorsfinancial planningGen X

Digital Marketing for Financial Advisors: 5 Ways to Build Credibility

August 15, 2023
1 MINUTE READ TIME
Digital marketing for financial advisors continues to be one of the most effective ways to attract, engage, and retain clients. Digital channels such as websites, social media, mobile apps, email, and search engines provide financial advisors with a wealth of opportunities to reach a wider audience, build credibility with clients, and establish themselves as reputable […]
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Asset AllocationEstate Planningfinancial advisorsfinancial wellnesswealth management

Digital Estate Planning Rounds Out Financial Advisors’ Wheelhouse

April 22, 2024
1 MINUTE READ TIME
The estate planning process is daunting on an emotional and practical level. It’s also costly, with a maze of legal documentation and pricey lawyers. Digital estate planning tools are revolutionizing the field; they offer a more accessible, streamlined and cost-effective approach for financial advisors to guide their clients. For financial advisors taking on estate planning, […]
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estate and legacy planningEstate Planningfinancial advisorsfinancial planning

October is National Estate Planning Month — Why Financial Institutions and Advisors should uncover added-value in serving members and customers

October 18, 2024
1 MINUTE READ TIME
October is recognized as National Estate Planning Month, a time to emphasize the critical role of estate planning in securing financial futures. For financial institutions and financial advisors, this month serves as a valuable opportunity to reconnect with clients and highlight the importance of taking proactive steps to protect their assets and loved ones. By […]
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credit unionsEstate Planningfinancial educationfinancial wellness

Credit Unions Have Education and Opportunity Around Estate Planning

December 21, 2023
1 MINUTE READ TIME
Death and taxes are two of life’s inevitabilities for credit union members and everybody else. But being prepared is optional, and that means opportunity for member-owned financial cooperatives to help make a difference when it comes to members’ estate planning. A recent survey of more than 2,400 American adults conducted by YouGov for Caring.com found […]
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estate and legacy planningfinancial advisorsfinancial planningfinancial wellness

Avoid These Real-Life Horror Stories: The Importance of Estate Planning for Your Members, Customers and Employees This Halloween

October 31, 2024
1 MINUTE READ TIME
As Halloween approaches, financial advisors and institutions must prepare for more than just haunted houses and spooky tales. The true horror your clients may face is the financial chaos left behind without a proper estate plan. Unfortunately, when clients neglect their estate planning, their loved ones are often left with legal battles, unnecessary taxes, and […]
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community bankscredit unionsestate planEstate Planningfinancial advisorsfinancial planningfinancial wellnessinsurance agenciesnon-interest incomewealth managementwealth managers

Digital Estate Planning Empowers Your Customers to Avoid These 3 Mistakes

February 21, 2024
1 MINUTE READ TIME
Estate planning is a task easily set aside amid the demands of daily life. But life will indeed end, and your customers should have a proper estate plan in place. Even when their assets are modest and require a simple will, it is crucial for every working adult who would like to ensure what happens […]
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Customer Engagementestate and legacy planningEstate Planningfinancial advisors

A Gift of Security: Strengthen Relationships by Offering Estate Planning to Customers, Members and Employees This Holiday Season

December 23, 2024
1 MINUTE READ TIME
As we approach the holiday season, many of us find ourselves reflecting on the year gone by and thinking about the future. For financial institutions and advisors, this is a time to help customers, members and employees reflect not only on their financial goals but also on the importance of securing their legacy for generations […]
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estate and legacy planningfinancial advisorsfinancial planningGen X

Untapped Potential: The Importance of Attracting Gen X Clients for Financial Advisors

July 25, 2023
1 MINUTE READ TIME
As a financial advisor, tapping into different client demographics is crucial for building and maintaining a successful financial practice. While most firms’ primary focus is on Millennials and Baby Boomers, there is a significant untapped market that is often overlooked: Generation X. In this blog post, we will explore how to get clients as a […]
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community bankscredit unionselder financial abuseEstate Planningfinancial advisors

3 Rs to Prevent Elderly Financial Abuse: Red Flags, Relationships and Respect

March 27, 2024
1 MINUTE READ TIME
Consider financial education comprehensively for National Financial Literacy Month Recent lawsuits point to both the vulnerability of many older Americans to the scourge of online financial fraud and the opportunity that engaged financial services providers have to help thwart such pernicious crime. Two such complaints are against a top 5 bank, which is accused of […]
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estate and legacy planningfamilyfinancial planningIndividualwealth management

The Power of Communication in Estate Planning: Why Sharing Your Plan Matters

February 24, 2025
1 MINUTE READ TIME
Effective estate planning isn’t just about drafting documents—it’s about ensuring your loved ones and key decision-makers understand your wishes. One of the biggest reasons estate plans fail is the lack of communication. Even the most well-prepared legal documents can create confusion, delays, and disputes if they’re not properly shared with the right people. For financial […]
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Customer ServiceEstate Planning

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

May 21, 2022
1 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.
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community bankscredit union member servicecredit unionsCustomer Servicedigital vaultEstate Planningfinancial educationfinancial wellnessGen XJavelinJavelin research

Mourning Has Multidimensional Costs – How Effective Estate Planning Can Ease Some of the Stress

February 21, 2024
1 MINUTE READ TIME
Effective estate planning is crucial to the people your bank, credit union, financial advisory or other financial services company serves, whether they have come completely to grips with that reality or not. Having the right plans in place helps reduce the burden that loved ones bear in settling an estate and can significantly reduce the […]
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brandingestate and legacy planningEstate Planningfinancial advisors

The Power of Branding for Financial Advisors: Standing Out in a Crowded Market

September 24, 2024
1 MINUTE READ TIME
In today’s competitive financial services landscape, branding is more crucial than ever for financial advisors. As Sheri Fitts, a prominent figure in the industry, aptly puts it, “You have a brand whether you are intentional about it or not.” But what exactly is a brand, and why is it so important for financial advisors? Why […]
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Case studydigital vaultend of lifeEstate Planningfinancial planningguardianshipMENTAL HEALTH

Inheritance Planning Crossword Puzzle #1

August 11, 2022
1 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.
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estate and legacy planningfinancial advisorsfinancial planningfinancial wellnesswealth management

Empathy in Estate Planning: How Financial Advisors Can Guide Clients to Peace of Mind

January 28, 2025
1 MINUTE READ TIME
Estate planning is an essential part of financial management, yet many individuals delay or avoid it due to several common challenges. These challenges often stem from practical concerns rather than just emotional hesitation. Financial advisors play a critical role in helping clients navigate these obstacles and make informed decisions. With digital tools like the OneDigitalTrust […]
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community bankscredit unionsEstate Planningfinancial advisorsfinancial planningJavelinJavelin researchnon-interest incomewealth management

Break the Habit: Digital Estate Planning as an Essential Tool and Differentiator

March 27, 2024
1 MINUTE READ TIME
The time and complexities involved in providing estate planning have long made it an outlier as a service. Investment advisors and wealth managers at traditional credit unions, banks, insurers and other financial services providers have been relegated to the sidelines as they refer their clients, customers and members to attorneys, as is the typical practice. […]
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credit unionsestate and legacy planningfinancial planningfinancial wellness

Spring Cleaning for Estate Plans: How Financial Institutions and Advisors Can Help Clients Stay Prepared

March 17, 2025
1 MINUTE READ TIME
Spring is a season of renewal—a perfect time for financial institutions and advisors to help clients and members refresh their estate plans. Just as people declutter their homes, reviewing wills, beneficiaries, and power of attorney designations ensures financial plans stay current and aligned with life changes. With digital tools like the OneDigitalTrust platform, updating an […]
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Case studyCustomer Engagementend of lifeEstate Planningfinancial wellnessguardianship

What Happens If You Die Without a Will—And How OneDigitalTrust Helps You Avoid It

June 30, 2025
1 MINUTE READ TIME
Estate planning isn’t just for the ultra-wealthy—it’s for anyone who wants to ensure their wishes are known, and their family isn’t left guessing. But what happens when someone passes away without a will? Dying without a will (known legally as “dying intestate”) means state law decides who inherits your assets. That often leads to confusion, […]
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credit unionsCustomer Engagementestate and legacy planningEstate Planningfinancial wellness

Anticipating the Future: How Financial Institutions Can Stay Ahead in Estate Planning

February 24, 2025
1 MINUTE READ TIME
The financial services landscape is evolving at an unprecedented pace, and institutions that wait for change to happen before adapting risk falling behind. As pointed out in the article “Meeting the future before it arrives,” the key to long-term success is anticipating the future—rather than reacting to it. For credit unions, banks, and financial advisory […]
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estate and legacy planningEstate Planningfinancial advisors

Preserving the Life-Legacy for clients and members: The Sentimental Side of Estate Planning

September 3, 2024
1 MINUTE READ TIME
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 […]
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community banksCustomer Engagementestate and legacy planningEstate Planning

Seamless Integration with Financial Accounts: How OneDigitalTrust Enhances Estate Planning for Your Members, Customers and Clients

April 18, 2025
1 MINUTE READ TIME
Estate planning is crucial to securing a member’s legacy, but it often feels like a daunting task. Each asset—whether real estate, investments, or retirement savings—needs to be carefully considered to ensure the individual’s wishes are met. For community banks seeking a more efficient, comprehensive solution to this challenge, the OneDigitalTrust platform offers a powerful tool […]
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estate and legacy planningEstate Planningfinancial advisorsfinancial planningGen XInvestment Planning

From Pixels to Prosperity: How Financial Advisors Level Up With Estate Planning

August 22, 2023
1 MINUTE READ TIME
How Financial Advisors Can Enhance Their Digital Footprint Establishing a strong online presence is paramount for financial advisors seeking to expand their reach and grow their client base. Leveraging estate planning services can be a game-changer in boosting your digital footprint and attracting prospective clients. In this blog, we will explore how financial advisors can […]
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Asset AllocationEstate Planningwealth management

Optimizing Probate: Empower Your Clients with Digital Estate Planning

May 30, 2024
1 MINUTE READ TIME
Probate. The word evokes visions of drawn-out legal proceedings, piles of paperwork, and needless stress for families going through a trying period. Financial services partners recognize the value of guiding clients through challenging financial circumstances. For loved ones, optimizing the probate process can be a game-changer when it comes to estate planning. Digital estate planning […]
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credit union member servicecredit unionsEstate Planningfinancial planningintestate

Why is it important for credit unions to ensure members have a will or trust?

December 21, 2023
1 MINUTE READ TIME
A death in the family ushers in a time that can be fraught with trauma and confusion. Questions around how to distribute that loved one’s assets via a will or trust, and who’s in charge of doing that, can be a particularly volatile part of the problem, even with modest estates. Credit unions have always […]
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estate and legacy planningEstate Planningfinancial advisorsfinancial planningfinancial wellness

Around the Thanksgiving Table: How Financial Advisors Can Help Clients Start the Estate Planning Conversation

November 20, 2024
1 MINUTE READ TIME
As Thanksgiving approaches, families gather together to reflect, share memories, and appreciate one another. While the holiday is often focused on gratitude, it also presents a unique opportunity to introduce important conversations, like estate planning. For financial advisors working with clients and their families, this time of year can offer an ideal moment to guide […]
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Avoid Headaches from Settling an Insolvent Estate

July 14, 2022
1 MINUTE READ TIME
4 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 […]
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estate and legacy planningEstate Planningfinancial advisorsfinancial wellness

The High Cost of Doing Nothing: Why Financial Institutions Should Promote Estate Planning

November 24, 2024
1 MINUTE READ TIME
Estate planning is a critical service that helps individuals secure their financial futures and protect generational wealth. Yet, many customers and members of financial institutions delay the process, often perceiving it as too complicated or costly. For financial institutions and advisors, the opportunity lies in addressing this gap by offering tools and resources that simplify […]
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Estate PlanningMENTAL HEALTH

What you should do to protect a loved one with dementia

March 28, 2023
1 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.
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Estate Planningfinancial educationfinancial wellness

Why Choosing the Right Executor Matters

September 2, 2025
1 MINUTE READ TIME
When creating an estate plan, much of the focus tends to be on “who gets what.” But just as critical is who makes it all happen. That’s the role of the Executor—the person (or institution) appointed in a Will to administer an estate after someone passes. The choice of Executor carries significant weight. Not only […]
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estate and legacy planningEstate Planningfinancial advisorswealth management

Estate Planning for Divorcees: How Financial Advisors can Help Protect Assets and Children

January 28, 2025
1 MINUTE READ TIME
Divorce can create significant shifts in a client’s life, and these changes are not only emotional but financial. For financial advisors and institutions, it’s essential to help divorcees navigate the complexities of updating their estate plans to reflect their new circumstances. A major part of this process includes reviewing and updating wills and trusts to […]
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bankscommunity bankscredit unionsEstate Planningfinancial advisorsfinancial planning

Estate Planning Finds Purpose-Driven Entrepreneurship in Rocky Mehta

January 23, 2024
1 MINUTE READ TIME
Sadly, most Americans have not done their estate planning or have let it get out of date. That is part of the impetus for CEO Sonny Kapoor and co-founder Rocky Mehta to found OneDigitalTrust, a pioneering digital estate planning service, to help spare families during their darkest time, the complex and costly work of dealing […]
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estate and legacy planningEstate Planningfinancial advisorsfinancial planning

Learning While Doing Estate Planning: How our focus on smart, “just-in-time” estate education makes the big difference

October 31, 2024
1 MINUTE READ TIME
  Video Transcript: In the hyper-competitive financial services landscape, institutions strive to uncover new ways to offer more value, and deepen customer relationships. Digital estate planning is a easily rendered offering which does both – increase client engagement and enhance loyalty. Comprehensive Estate Planning Education The OneDigitalTrust platform includes comprehensive estate education tools, designed to […]
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External Articles

OneDigitalTrust named in Top Twenty Most Promising Technology Companies in 2022

July 14, 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. Subscribe To Our Newsletter
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community bankscredit unionsEstate Planningfinancial planningfinancial wellnessLGBTQ+Same-Sex Coupleswealth management

Estate Planning for Same-Sex Couples: Addressing Unique Challenges and Leveraging Digital Tools

July 1, 2024
1 MINUTE READ TIME
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 […]
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Estate Planningfinancial advisorsfinancial planningmass affluentmass affluent market

Cracking the Code: How to Help Mass Affluent Clients Embrace DIY and Advisor-Assisted Estate Planning

June 3, 2024
1 MINUTE READ TIME
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 […]
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estate and legacy planningEstate Planningfinancial advisorsfinancial planning

How to Sell Estate and Legacy Planning to Your Financial Advisory Clients

June 27, 2023
1 MINUTE READ TIME
As a financial advisor, you hold a unique position of trust, ensuring your client’s current and future financial health. Yet, as the US moves towards its most significant wealth transfer in history, over 70% of Americans are without a valid estate plan –leaving families at risk and potential wallet share at the door. In this […]
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Estate Planningfinancial advisorsfinancial planning

National Make-A-Will Month: Dispelling Myths and Strengthening Client Relationships

August 27, 2024
1 MINUTE READ TIME
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. […]
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No Estate Plan? Why You Should Care About the Consequences!

July 21, 2022
1 MINUTE READ TIME
5 Huge 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 […]
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credit unionsEstate Planningfinancial wellnessnon-interest income

Finding Opportunity in 2024’s Challenges to Non-Interest Income

January 23, 2024
1 MINUTE READ TIME
Through years of falling interest rates that dramatically compressed net interest margins, credit unions and banks learned to lean into non-interest income to keep the balance sheet, well, balanced. Debit and ATM transaction fees and overdraft and Not Sufficient Funds (NSF) charges have become particularly important, especially as account maintenance fees such as monthly service […]
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credit unionsEstate Planningfinancial advisorsfinancial planningwealth management

Planning for Aging Parents: Legal and Financial Steps to Take Now

March 18, 2025
1 MINUTE READ TIME
Watching parents age comes with many emotions, but ensuring they have the right legal and financial protections in place can bring peace of mind for the entire family. Waiting until a crisis occurs can make decisions more stressful and complicated. Taking proactive steps now ensures their wishes are honored and their financial future is secure. […]
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Asset AllocationAsset RetentionCustomer EngagementEstate Planningfinancial advisorsfinancial planningGen XInvestment Planning

Asset Retention & The Benefits of Modernized Estate Planning

September 27, 2023
1 MINUTE READ TIME
Wealth advisors are entrusted to protect their client’s assets and financial legacies for future generations, and modern estate plan software plays a pivotal role in helping firms achieve this goal. Your firm has likely developed an offering stack that serves the client’s best interests, aiming to diversify revenue streams, bolster loyalty, and increase customer share […]
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Estate Planningfinancial advisorsfinancial planning

How the financial advisory space has evolved

August 6, 2024
1 MINUTE READ TIME
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, […]
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credit unionsestate and legacy planningfinancial advisorsfinancial planning

How Financial Institutions and Advisors Can Prepare for Estate Planning Conversations in 2025

December 31, 2024
1 MINUTE READ TIME
As 2025 approaches, financial institutions and advisors are setting growth goals and looking for ways to deepen client engagement. While investment and retirement strategies often take center stage, this year, estate planning should be part of every client conversation. Estate planning has shifted from a “nice-to-have” to a critical element of holistic financial planning. Clients […]
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Asset AllocationCustomer EngagementCustomer Serviceestate and legacy planningEstate Planningfinancial advisorsfinancial planningInvestment Planning

How Financial Institutions & Advisors Use Estate Planning Services to Grow Their Business

October 10, 2023
1 MINUTE READ TIME
As the number of people searching for estate planning guidance is on the rise, trusted financial advisors, like credit unions, banks and advisory firms, looking to impact the growth of their businesses are seeking partnerships with the best estate planning software providers. Adding estate and inheritance planning to your portfolio will position your organization as […]
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Estate Planningfinancial advisorspet trusts

The Power of Pet Trusts in Estate Planning

September 24, 2024
1 MINUTE READ TIME
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 […]
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Asset AllocationAsset RetentionCustomer Engagementestate and legacy planningEstate Planningfinancial advisorsfinancial planningInvestment Planning

Preserving Trust and Legacy: The Vital Role of Estate Planning for Financial Advisors

October 17, 2023
1 MINUTE READ TIME
For financial advisors, one truth stands out above all others–trust is paramount. Clients entrust their financial legacies to you, and it’s your responsibility to guide them in safeguarding their family’s future. A profound way to foster trust and demonstrate commitment is by helping clients develop and comprehend estate planning strategies. This blog post will explore […]
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