August 2008

Considering, and Warning, Your Clients About The Ups and Downs of Online Estate Planning

By Stanley P. Jaskiewicz and G. Thomas Williams

Professional services requiring insight and judgment — and application of sophisticated expertise on a case-by-case basis — seemed immune to the e-commerce onslaught. After all, no one wants to trust the future welfare of one’s family and affairs to a device that makes the phrase “computer problem” a redundancy. And why would people who need to spend thousands of dollars on estate planning even think about trusting an online service just to save a few dollars — even if only to pass on post-mortem thoughts from the grave?

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