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Ready or Not, Electronic Wills Have Arrived! (Journal Live)
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Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone followed by a Q&A session. Questions are submitted by e-mailing authors@societyoffsp.org. This format affords attendees the opportunity for interaction with the expert speaker and a knowledgeable, engaged audience.

1/16/2020
When: 01/16/2020
12:00 - 12:45 pm ET
Where: Journal Live - audio discussion
United States
Presenter: Sasha A. Klein, Esq. and Mark R. Parthemer, Esq., AEP
Contact: Member Services
800.392.6900


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Electronic will laws do not eliminate current law regarding will execution or notary standards. Instead, they simply add another tool in a financial institution’s toolbox to help facilitate estate planning locally and globally. In addition to easier access for most Americans who otherwise would not undertake going to a lawyer’s office, physical presence is not always convenient or possible (e.g., your elderly client who is bed-bound in a hospital).

Just as our society has moved from the requirement that physical checks must be presented at a bank window, it is likely that this technology will move into the mainstream of our society and that one day creating or amending an estate planning document via the internet will become not just possible, but indeed commonplace for our clients.

Members: Read the column in the November 2019 Journal of Financial Service Professionals.

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