Trust and Estate Practice Aids Available on Different Internet Services

Many online websites are helpful for folks in the trusts andestate practice. Below are a few online resources and a short description ofwhat the each site provides.

IGS International Genealogical Search Inc. provides userswith a way for people to identify heirs, quiet title searches, search for heirsof wrongful death actions, and a few other services that can help identifybeneficiaries to an estate. 

Some practitioners need information that is more specificand training material to assist them in succession planning. One estateplanning resource to share with farm owners is Planning Your Farm. The sitediscusses the risk associated with farm transfers, assessing farm resources,and other estate planning techniques.

Other practitioners need assistance in obtainingproperty title searches. Property Shark provides title searches that siftthrough public records and adds public information to the proprietary informationfor a more complete set of online records. Property shark makes mortgage files,deeds leases, different ownership rights and other services available to trustand estate practitioners.

Practitioners needing access to public documents such asreal time court records can find them on LexisNexis.

Court filings have been made more convenient by allowing theservice to be done online at One Legal Online Court Services.

FindLegalForms.com can provide practitioners with a collectionof free legal forms. Some of the forms include handy checklists and there is noregistration required to download the forms.

There are many other websites offering primary, and secondary,trust and estate affiliated material. Access to these sites enhances speed toaccomplish client tasks.  

See Donald Kelley, Internet Services for T&E Practitioners, Wealth Managment, Jun. 12, 2013.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.