ones and zeros

Trust Administration in the Digital Age

Keep up with the changes

Identifying, locating, collecting and distributing the assets of a loved one’s estate after she passed away was, in many ways, a much easier task before the rise of the Internet. A well-organized decedent had the required documentation (her will and/or trust, codicils thereto with specific directives and important account information) neatly compiled and stashed away in a file drawer or safe deposit box. And, even if the decedent wasn’t particularly well organized, account sta

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish