Digital Planning

Learn about digital estate planning tools and online platforms that help families create wills, trusts, and estate planning documents from home.

What is digital estate planning?

Digital estate planning refers to creating wills, trusts, and other estate planning documents using online platforms and digital tools. These services allow families to complete estate planning tasks remotely, often providing step-by-step processes, document templates, and educational resources to help users understand their options and create legally valid documents.