
Legal Tea Ep. No. 134. Current Trends - Online Platforms for Estate Planning
Mar 5, 2024
Delve into the world of online platforms for estate planning, highlighting the balance between accessibility and quality. Explore the crucial role of trust funding and accountability, emphasizing the need for expertise and personalized strategies. Learn about the importance of informed decision-making in financial planning for family and beneficiaries.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Exploring Accessibility and Quality of Online Platforms for Estate Planning
02:44 • 4min
Importance of Trust Funding and Accountability in Estate Planning
06:19 • 2min
The Role of Expertise in Trust Funding Plans
08:19 • 5min
Emphasizing Importance of Informed Decision-making in Estate Planning
13:40 • 1min
