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The Advise Us Foundation blogs about donor-advised funds and other planned strategies and techniques including charitable remainder trusts and charitable lead trusts. We offer this charitable giving information as a resource for donors, professionals, and charities that provide and plan gifts to non-profit organizations.

Estate Planning Procrastination Stopped by a Smartphone

Being a middle-aged man with a family, my wife and I have been reviewing our estate plans with the intention of revising them. 15 years ago, our attorney-led us through a relatively simple process. This time, I am searching for an app to help me manage the process. An app that will give us what we need to do if we plug in answers to a few multiple choice questions. Unfortunately, this app does not exist and I was stuck for a while trying to find out the status of our plans. In lieu a magical app, I have found the following helped me to break the cycle of procrastination in estate planning…