Estate planning isn't just for the wealthy. It's for anyone who wants to ensure their assets are protected and distributed according to their wishes. Traditionally, estate planning involved drafting wills, creating trusts, and designating beneficiaries. However, as technology continues to…
Our practice produces many important documents for elderly clients. Clients may forget where these documents are located within their home, lose track of the documents’ location over the course of a move, or may pass on without sharing the actual documents (or their location) with their children, executor, or guardian.
There are a few smartphone apps that can assist individuals and families to keep track of important documents such as wills or advanced directives (healthcare proxy, etc.). This tool works in conjunction with the app’s ability to catalog the contents of entire homes. This umbrella function helps with ongoing organizational efforts as well as moving assistance.