Very few people know how to manage and take care of an estate when someone passes. There seems to be an endless stream of paperwork to complete and it becomes even more complicated when you have to ...

If you have been named the executor of an estate, you have a legal responsibility to wrap up its affairs, arrange for the payment of any income and estate taxes, and distribute the assets of the ...

The fintech revolution is reshaping the financial services industry (that is especially the case if you ask the fintech companies themselves), but tech offerings for estate planners generally remain ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

California passes AB-565 and AB-1521 to reduce friction in trust proceedings and add estate notice rules for advisors ...

Mallory Hendry of Canadian Lawyer sat down with Ari Brojde, founder and CEO of Estateably, to discuss why lawyers who offer a more holistic approach, enabled by technology, often find themselves ahead ...

This article was produced in partnership with Estateably. Mallory Hendry of Canadian Lawyer sat down with Ari Brojde, founder and CEO of Estateably, to discuss why lawyers are in the best position to ...

This article appears in the last print issue of Advisor’s Edge magazine. If you’re a print-only subscriber, learn more about our digital transition and how to continue to receive all the best news and ...