Many online and computing tools to assist with estate planning exist now. One such product, is the online software portal TOLI Vault, which stores and monitors a range of planning documents, such as insurance policy, will, and trust documents. The system sends the user alerts when a document update is needed. A detailed review of the product can be seen here.
See Donald Kelley, TOLI Vault, Wealth Management, Oct. 14, 2014.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.
