The Uber Version of Estate Planning for Seniors

Authors Martin Shenkman and Jonathan Blattmachr examine how estate planners can use technology as an important part of the planning team and render services that remain relevant to the late swath of aging clients who are indifferent to estate planners to aging and infirm clients.

There are many ways practitioners can harness technology and other changes to better serve their client, for example:

  • Minimize the need to drive to appointments.
  • Address the reality that few clients return for annual reviews, which become more critical as client ages.
  • Facilitate interaction and communication
  • Provide additional safety to aging or infirm clients.