OneDigitalTrust

For our latest blog, Sonny Kapoor sat down with veteran communications professional and founder of The Credit Union Connection, Sarah Cooke, MBA (she/her) to discuss OneDigitalTrust's journey from a flicker of an idea to a fiery, innovative platform for #creditunions, #banks, #insurance agencies, #employeebenefits providers, #lawfirms and more! https://loom.ly/eEDGJss #estateplanning #financialwellness #wealthmanagement

October is National Estate Planning Month, an ideal time for financial institutions and advisors to emphasize the importance of estate planning. This month is an opportunity to connect with clients, discuss how they can protect their assets and loved ones, and position yourself and become an essential partner in their financial security journey. Click on the link to read about uncovering a new source of added value for clients and members: https://shorturl.at/wCy2c #EstatePlanning #FinancialAdvisors #FinancialInstitutions #WealthManagement #NationalEstatePlanningMonth

Had a fantastic time at #JHConnect2024 meeting our amazing customer Jessica Hernandez from Generations Federal Credit Union! To a continued successful partnership! 🥂 #EstatePlanning #LegacyPlanning #FinancialWellness

As storms like Milton approach with significant threats to life and property, and high uncertainty in track, size, and intensity, it’s crucial to safeguard important documents like driver’s licenses, Social Security cards, and tax statements. This New York Times article suggests photographing or scanning these documents and uploading them online for safekeeping. OneDigitalTrust’s built-in document vault is an excellent solution, ensuring your vital information is secure and accessible when needed. Stay prepared for the unexpected! Read here for more safety tips: https://shorturl.at/Q7BBR Wishing safety to all Florida residents affected by Hurricane Milton. Take care! #EmergencyPreparedness #DocumentSafety #EstatePlanning #LegacyPlanning #WealthManagement #FinancialPlanning

OneDigitalTrust proudly announces a multi-year partnership with Golden Plains Credit Union! The members of Golden Plains Credit Union can access a simple, affordable and comprehensive estate planning platform, allowing them to easily create comprehensive estate plans and ensure their loved ones are protected for the future. Together, we’re making it simpler than ever for their members to plan ahead with confidence. #EstatePlanning #FinancialSecurity #LegacyPlanning #PartnershipAnnouncement #SecureYourFuture

Our Head of Product, Rakesh "Rocky" Mehta is getting into the carnival spirit at JH Connect conference kickoff!! #jackhenry

Just a few days until the Jack Henry Connect Conference! From October 7-10, we’ll be at booth # 530 in Phoenix, showcasing our digital estate planning solutions tailored for financial institutions. If you’re ready to boost client engagement and add real value to your services, let’s chat! Our platform, integrated with the Banno Digital Banking Platform, simplifies estate planning while delivering personalized experiences that set you apart. Plus, with our financial advisor portal, you can further enhance your offerings and deliver even more value to your clients. We’re excited to show you how our tools can help elevate your services—don’t miss it! #JackHenryConnect2024 #EstatePlanning #DigitalBanking #ClientEngagement #FinancialInstitutions #WealthManagement #TechInFinance 

Excited for the Jack Henry Connect Conference from October 7-10? We sure are! Phoenix is the perfect backdrop for connecting with fintech leaders, and we’ll be there at booth # 530, ready to talk all things estate planning and building client/member relationships. We’ve been hard at work delivering estate planning solutions for financial institutions, helping them offer private-labeled and innovative experiences to their clients. Our platform, integrated with the Banno Digital Banking Platform, simplifies the estate planning process while adding real value to your services. If you’re looking to improve your offerings and engage clients in new ways, we’ve got tools—like our financial advisor portal—that can make a real impact. Come see how we can help you stand out in the digital era! #JackHenryConnect2024 #estateplanning #fintech #financialinstitutions #clientengagement #digitalbanking #banno

From October 7-10, we’ll be soaking up the desert sun while connecting with industry experts, colleagues, and partners at one of the biggest financial tech events of the year! Swing by booth # 530 to learn how we’re transforming estate planning for the digital age. Our private-label estate planning platform empowers financial institutions to elevate their customer & member experiences, offering seamless, tech-driven services that add real value. The only digital estate planning platform to be integrated with the Banno Digital Banking Platform, our tools enable institutions to provide comprehensive estate planning solutions directly through their banking platform, making it easier than ever to meet clients' needs. Don’t miss out—let's also chat about how our financial advisor portal can help you differentiate and deliver an exceptional member and client experience! #EstatePlanning #Fintech #DigitalBanking #FinancialAdvisors #FinancialInstitutions #FintechInnovation #JackHenryConnect2024

Insightful article highlights the importance of knowing when Advisors should defer to professional legal counsel for estate planning, as situations become complex. While digital estate planning platforms are effective for simple wills and revocable trusts aimed at probate avoidance, far too many High/Ultra High Net Worth strategies require the expertise of a state-licensed attorney. In this example the impending (potential) sunset of high transfer tax exemption motivated the recommendation of Generation Skipping Trusts (GSTs) when children in the next generation have not been born. In this situation, only a human attorney could know to add custom language to ensure the grantors intent is suitably represented for essential compliance and clarity. Read here: https://lnkd.in/eyAvMQC3 #EstatePlanning #WealthManagement #TrustsAndEstates #FinancialPlanning #TaxPlanning #FinancialAdvisors