Estate Planning news and trends

A Digital ID Fix For Online Estate Planning
Authentication // May 15, 2020

Estate planning has historically meant knocking on an attorney’s door and filling out paperwork. Laws requiring consumers to have in-person meetings and submit physical ID documents have kept this antiquated system intact even as lawyers adopt software to manage their cases. But in our latest...

Using AI And Biometrics To Digitize Estate Planning
Authentication // May 14, 2020

The COVID-19 pandemic has triggered an uptick in digital fraud and identity theft, with 18,235 pandemic-related fraud reports received by the Federal Trade Commission (FTC) since the beginning of the year. The trouble is that the restrictions put into place to help slow the pandemic’s...

Trust & Will Completes First-Ever US Digital Will
Innovation // January 24, 2019

Digital estate planning startup Trust & Will has executed the first-ever digital will in the United States, according to a report. San-Diego based Trust & Will digitally guides people through the sometimes complicated process of creating legal guardians, creating wills and writing trusts. The firm...

Interviews & Exclusives
Using AI And Biometrics To Digitize Estate Planning

May 14, 2020
The COVID-19 pandemic has triggered an uptick in digital fraud and identity theft, with 18,235 pandemic-related fraud reports received by the Federal Trade Commission (FTC) since the beginning of the year. The trouble is that the restrictions put into place to help slow the pandemic’s spread has forced brick-and-mortar businesses to close, and therefore driving […]

Quick Reads
Canada’s CIBC Partners With Will-Writing Platform Willful

July 05, 2022
Canadian financial institution (FI) CIBC will be working with Willful, a platform for will creation, to add digital options for affordable estate planning, a press release said Tuesday (July 5). The release notes that many Canada residents consider cost and convenience when they’re considering making a will. And in addition, over half of Canadians don’t have […]

Trust & Will Completes First-Ever US Digital Will

January 24, 2019
Digital estate planning startup Trust & Will has executed the first-ever digital will in the United States, according to a report. San-Diego based Trust & Will digitally guides people through...