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Online Estate Planning Platforms: What Advisors Should Know

January 14, 2026 By Patrick Schultz, J.D., CEPA® & Shelby Anderson, J.D., CEPA®
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Office Hours

Online Estate Planning Platforms: What Advisors Should Know

In this Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss the growing use of online will and trust providers, when these services may be appropriate, the limitations advisors should be aware of, and why proper execution and legal review remain critical.

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Shelby Anderson, J.D., CEPA®
Senior Wealth Planner
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"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." — Maya Angelou
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Patrick Schultz, J.D., CEPA®
Senior Wealth Planner
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