In order to keep up with the ever-evolving technological world, many industries have made the move to different platforms to reach their target consumer. The Wealth Management and Estate Planning industry in no different in this regard.
The American College of Trusts and Estate Counsel (ACTEC) has released a Wealth Advisor iPad app to allow consumers access to their products via the tablet. The app allows uses to search for trust and estate practitioners within the United States and aboard. The app carries the most cited and notable estate planning laws and regulations, which are presented in a state-by-state summary. Additionally, the app shows the latest application federal interest rates, short-term, mid-term, and long-term federally adjusted rates, and the Section 7520 rates.
Apple’s iPad and other technological advances allow estate planners and wealth managers to reach their consumer on many more levels. When paired with knowledgeable legal counsel, these apps can lead to a more satisfying client experience.
To learn about the ways Ford + Bergner LLP can help with your estate planning needs contact our offices in Houston or Dallas today.