top of page

The EstateBox Blog

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

Search

6 Common Mistakes to Avoid When Making Your Will

6 Common Mistakes to Avoid When Making Your Will

6 Common Mistakes to Avoid When Making Your Will

Feb 14, 20234 min read

When Should You Get an Estate Plan?

When Should You Get an Estate Plan?

When Should You Get an Estate Plan?

Jan 24, 20236 min read

Your Estate Planning Checklist for 2023

Your Estate Planning Checklist for 2023

Your Estate Planning Checklist for 2023

Jan 10, 20236 min read

The EstateBox 2022 Year in Review

The EstateBox 2022 Year in Review

The EstateBox 2022 Year in Review

Dec 13, 20225 min read

Transformational Philanthropy: A Way to Use Wealth Wisely

Transformational Philanthropy: A Way to Use Wealth Wisely

Transformational Philanthropy: A Way to Use Wealth Wisely

Nov 29, 20224 min read

The Estate Planner's Ultimate Guide to Digital Assets

The Estate Planner's Ultimate Guide to Digital Assets

The Estate Planner's Ultimate Guide to Digital Assets

Nov 15, 20227 min read

Does Your Family Business Need a Succession Plan?

Does Your Family Business Need a Succession Plan?

Does Your Family Business Need a Succession Plan?

Oct 25, 20224 min read

Understanding the Experiences of Older 2SLGBTQ+ Adults

Understanding the Experiences of Older 2SLGBTQ+ Adults

Understanding the Experiences of Older 2SLGBTQ+ Adults

Oct 18, 20226 min read

How to Create Estate Plans in Non-Traditional Relationships and Families

How to Create Estate Plans in Non-Traditional Relationships and Families

How to Create Estate Plans in Non-Traditional Relationships and Families

Sep 26, 20228 min read

What Single People Need to Know About Estate Planning

What Single People Need to Know About Estate Planning

What Single People Need to Know About Estate Planning

Sep 15, 20227 min read

Conversations Financial Advisors Need to Have with Clients

Conversations Financial Advisors Need to Have with Clients

Conversations Financial Advisors Need to Have with Clients

Aug 24, 20225 min read

The End-of-Life Planning Guide for Your 20s

The End-of-Life Planning Guide for Your 20s

The End-of-Life Planning Guide for Your 20s

Aug 11, 20228 min read

Succession and Estate Planning for Business Owners

Succession and Estate Planning for Business Owners

Succession and Estate Planning for Business Owners

Jul 14, 20224 min read

5 Steps to Prevent Identity Theft After Death

5 Steps to Prevent Identity Theft After Death

5 Steps to Prevent Identity Theft After Death

May 19, 20224 min read

Why Estate Planners Need Modern Software More Than Ever

Why Estate Planners Need Modern Software More Than Ever

Why Estate Planners Need Modern Software More Than Ever

May 5, 20225 min read

What Is a Professional Executor?

What Is a Professional Executor?

What Is a Professional Executor?

Apr 21, 20223 min read

Everything You Need to Know about Organ and Body Donation

Everything You Need to Know about Organ and Body Donation

Everything You Need to Know about Organ and Body Donation

Apr 7, 20224 min read

Family Meetings: Setting Clients up for Estate Planning Success

Family Meetings: Setting Clients up for Estate Planning Success

Family Meetings: Setting Clients up for Estate Planning Success

Feb 24, 20224 min read

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

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

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

Feb 10, 20224 min read

Estate Planning After Being Diagnosed with Alzheimer’s

Estate Planning After Being Diagnosed with Alzheimer’s

Estate Planning After Being Diagnosed with Alzheimer’s

Jan 27, 20224 min read

bottom of page