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The EstateBox Blog

Everything you need to know about life and legacy planning, whether you're a consumer or an estate planning professional.

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5 Steps to Prevent Identity Theft After Death

Why Estate Planners Need Modern Software More Than Ever

What Is a Professional Executor?

Everything You Need to Know about Organ and Body Donation

Family Meetings: Setting Clients up for Estate Planning Success

Four Common Estate Planning Myths (And Why They’re Not True)

Estate Planning After Being Diagnosed with Alzheimer’s

How is Life and Legacy Planning Different from Estate Planning?

EstateBox 2021 Year in Review

The Best Place to Store Your Estate Planning Documents

How Estate Planners and Advisors Can Support LGBTQ+ Clients

Do You Believe These 6 Myths About Executors?

How Advisors Can Prepare Clients for the Great Wealth Transfer

Estate Planning Tips for the LGBTQ+ Community

5 Crucial Questions You Need to Ask Before Being an Executor

Why Digital Assets Are Critical to Estate Planning in 2021

Introducing EstateBox: Your Digital Life and Legacy Platform

The Four Essential Documents You Need in Your Estate Plan

The Digitalization of Estate Planning with Sharon Hartung

Why I Created EstateBox: Transforming Estate Planning into Life and Legacy Planning