Modern Estate Planning That Prioritizes People, Communities, And The Planet

For over 500 years, estate planning has been an antiquated, costly, and offline industry. As such, research has shown that because such services have mainly been available to the wealthy, the industry has contributed to wealth inequality by providing the means for the rich to shield assets from taxation. But as the demand for an easier, affordable, and modern estate planning services continue to grow, new firms and professionals are breaking down these barriers and on-line tools are allowing them to provide such services to a newer and more diverse set of consumers.

For instance I recently discussed these topics with Cody Barbo, Founder and CEO of Trust & Will a digital estate planning and settlement company that addresses this growing demand by simplifying estate planning and probate with attorney-designed documents that are customized to fit a family’s needs and are legally valid in all 50 states.