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Blog

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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Blog
Estate Planning

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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External Articles
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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Blog
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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Blog

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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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.
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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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Blog

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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Blog

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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Blog
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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