Staff Cuts

Learn how staff cuts at estate planning firms affect service delivery and explore digital alternatives for creating trusts and estate documents efficiently.

What happens to estate planning services when firms reduce staff?

When estate planning firms cut staff, clients may experience longer wait times and reduced personal attention. Many firms turn to digital platforms and automated tools to maintain service levels. This shift often leads clients to explore online estate planning solutions that offer the same legal documents with greater convenience and accessibility.

News

IRS Staff Cuts to Challenge Estate Planners with OBBBA Interpretation

IRS staff cuts may force tax professionals to shoulder the responsibility of explaining the provisions of the complex One Big Beautiful Bill Act (OBBBA).

SimplyTrust EditorialJuly 28, 2025