Changing tax laws. Shifting investment trends. Intergenerational conflicts, blended families and feuding siblings.  If you’re an estate manager, balancing these concerns is all in a day’s work, and often requires you to vacillate between financial expert, project manager, and even referee. Your expertise and interpersonal skills are more valuable than ever, however, there are digital tools for estate managers that can help you more effectively tailor estate management and succession plans to the particular needs of your clients … and make your life a whole lot easier.       Educates Principals. Even the savviest of clients tend to focus on fluctuations in the market and other financial instruments, often to the exclusion of the assets right under their noses. All-in-one solutions give clients the ability to create a digital library of everything in their portfolio, from the things they…

If you’re like many people, you want to take more control of your estate management, rather than solely relying on professionals. To do so, however, requires more than learning about stock portfolios and trusts; you must also have an understanding of the true value of your physical holdings – from homes, boats and other “big ticket” items to long-forgotten trinkets in the attic or basement. You may find junk there, you may discover a priceless family heirloom; either way, you will gain the most important tool in your financial arsenal: knowledge. Digital tools empower you to utilize that knowledge, not just for more financial security but a more streamlined lifestyle as well.   If you’re already feeling overwhelmed at the thought, know this: taking that initial inventory is, by far, the most arduous step in the process. Once you…