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Why estate planning needs to go Digital

The world is becoming increasingly digital, but when it comes to estate planning, many people are still stuck in the dark ages. They rely on outdated methods like paper wills and physical copies of important documents, all of which can easily be lost, damaged, or stolen.

But it’s time to embrace the future. Estate planning needs to go digital.

By using Dynasty, you can create and manage your estate plan easily and securely. You can store your important documents in the cloud, where they are protected from fire, flood, and other disasters. You can also share access to your estate plan with your loved ones and trusted advisors, so that they can help manage your assets and carry out your wishes.

Going digital also makes it easier to update your estate plan as your circumstances change. You can make changes to your trust documents quickly and easily, without having to worry about finding a physical copy or dealing with complicated legal paperwork.

The future of estate planning is digital, and it’s time to get on board. Don’t be left behind with a pile of paper and a headache. Take control of your estate plan and go digital today.

Don't have a Living Trust yet? Get started today.

It only takes a few minutes to create and can be updated easily any time with our Digital Workflow.

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What is a Trust?

A Living Trust is a financial tool that lets you plan, organize, and protect your life. It’s a personal entity that allows you to add assets and plan out your inheritance. Eliminating legal battles, cost, and time spent by your loved ones. 

Think of it like a personal LLC that you put everything you own in. Except it doesn’t protect you from liability like an LLC does, it protects you from probate and conservatorship. 

Probate is the complicated court process (12-18 months) where a judge decides what happens to your assets after you die, become incapacitated, or are “deemed” incapable. Creating a living trust allows your assets to completely circumvent probate and immediately transfer to your loved ones. 

In addition to being able to name heirs (your beneficiaries), a Trust also allows you to assign someone to manage it (your successor trustee). Instead of going through probate, your Successor Trustee takes control of the Trust, handles your affairs, and distributes your assets according to your instructions. The person you select as Successor Trustee should be your most trusted person. Like a best friend or closest family member.

At Dynasty, we believe everyone should have a Living Trust. If you have children, assets, or plan to acquire assets in the future, you should create a Trust. That way when you buy your next home, open a bank or brokerage account, get startup shares, etc. – you can immediately title them in your trust.