Social Media Ideas for Estate Planning Technology

Avoiding Tool Overload: Simplifying Your Technology in an Estate Planning Practice

Most estate planning firms do not have a truly simplified workflow. They have a collection of exceptions. What began as a clean, logical workflow gradually bends to accommodate edg...

Blockchain Wills and Digital Signatures Are Now Legal: How to Build a “Virtual” Estate Plan in 2026

For decades, estate planning meant sitting in a lawyer’s office, signing stacks of paper, and locking original documents in a fireproof safe. In 2026, that...

Estate Planning Considerations for Long-Term Real Estate Owners

Long-term real estate owners can protect family wealth and simplify future property transfers through careful estate planning. Clear documentation, updated ownership arrangements,...

Estate Kit Launches in Canada to Close the Estate Readiness Gap, Backed by Industry-Leading Partnerships

Most Canadian families are left unprepared when a loved one dies, facing frozen accounts, locked devices, and months of paperwork to piece a life back together. Estate Kit, Canada'...

Carson Group Launches Estate Planning Push

The $58 billion wealth manager aims to make estate planning accessible for client of all asset levels, not just the ultra-wealthy, using multiple tech platforms.

Add Meaning to Your Estate Plan with Living Legacy Tools

Estate planning often gets reduced to paperwork, signatures, and legal terms. But your estate plan can be so much more than a collection of documents. It can reflect your values, y...

Celebrity Estates: Heath Ledger’s Estate Plan and the Conversations Families Avoid

SEIA's Brad Repinsky explains why estate plans should evolve alongside marriages, children, shifting family relationships and changing financial circumstances.

The Diamond Podcast for Financial Advisors: Filling the Estate Planning Gap

Wealth.com's Rafael Loureiro on why estate planning is shifting from a static legal exercise to an AI-powered, advisor-led planning process.

When Clients Ask for a Simple Estate Plan

Helping families understand the tradeoffs.

Estate Planning Considerations for the FIRE Community- Protecting Your Independence and Legacy

The Financial Independence, Retire Early (FIRE) movement emphasizes living intentionally, maximizing savings, and creating the freedom to retire well before traditional retirement...

Trust & Will report finds growing demand for adviser-led estate planning

A growing share of Americans now expect financial advisers to handle estate planning, and many would consider switching firms if they do not,

Closing the Estate Planning Gender Gap

The Hidden Gender Gap in Estate Planning and How Women Can Close It Estate planning isn’t just about documents—it’s about protecting yourself, your family, and your future. But res...

LegalMatch Highlights Estate Planning as the Ultimate Form of Protection This Father's Day

A new look at why leaving your family with clear legal directions is a crucial step for dads in 2026.

Business Plan Essentials for Law Firm Startups: Tips and Templates

Learn how to build a practical law firm business plan with clear structure, marketing, intake, and financial strategies for estate planning startups.

Designing a Premium Client Experience for Estate Planning Clients

That sense of control is part of the value you provide. The First Meeting The initial meeting is often where firms either confirm or undermine their positioning. For clients, the f...

Estate Planning Without Children

A growing consideration for advisors and clients.

Estate Planning for Commercial Properties: Tips for Business Owners!

You’re a business owner and are likely juggling dozens of responsibilities daily. Managing operations, keeping employees happy, and staying ahead of your competitors, all in a day’...

The Attorneys Who Aren’t Worried About AI Made One Deliberate Move

Ask any attorney who has successfully transitioned to estate planning what they would tell their earlier self. The answer is almost always the same. “I wish I had done it sooner.”...

Navigating State-Only QTIP Trusts in Decoupled States

Planning challenges and opportunities for married couples

Navigating State-Only QTIP Trusts in Decoupled States

Planning challenges and opportunities for married couples

Trusts & Estates: June 2026 Digital Edition

Features on Estate Planning & Taxation, Insurance and Perspectives.

【そもそも解説】見直し相次ぐ遺言制度　デジタル活用の新方式導入へ

The estate planning 'haircut' advisors should know about

A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.

Give Your Family the Gift of an Estate Plan

Learn how to protect yourself, your loved ones, and your assets with an updated estate plan.