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Estate Planning Goes Digital as Many Families Explore Options

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Estate Planning Goes Digital as Many Families Explore Options

I’ve been meaning to tackle the subject of estate planning for a while. In fact, this column was in the works weeks ago, before most people realized the world would be upended. Now the novel coronavirus pandemic has unfortunately made it a more urgent topic. I had set out to explain how financial-services firms and…

Estate Planning Goes Digital as Many Families Explore Options

I’ve been meaning to tackle the subject of estate planning for a while. In fact, this column was in the works weeks ago, before most people realized the world would be upended. Now the novel coronavirus pandemic has unfortunately made it a more urgent topic.

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I had set out to explain how financial-services firms and tech startups are streamlining the process of getting wills, trusts and life insurance to make these cumbersome tasks more palatable to young families who tend to push estate planning to the bottom of their to-do…

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