
The Estate Registry Leads Estate Planning’s Digital Revolution
For decades, estate planning has been regarded as a necessary yet complex process, hindered by lengthy paperwork, legal jargon, and a lack of transparency for

I’m a Financial Advisor: Here Are the Top 3 Surprises My Clients Face in Retirement
Some kinds of surprises are more delightful than others — like finding a little extra in your bank account or your favorite barista offering you the last

You Made a Will — Now What? Storing It Properly Is Just as Important
Making a will feels like a major checkmark in the “responsible adult” column — and it is. But if you think that’s where your estate

New Tools Are Transforming How Advisors Protect Generational Wealth
The Estate Registry urges advisors to address estate execution gaps to protect client wealth from costly delays and disputes. Financial advisors often serve as architects

Posthumous AI avatars are here. Estate planning needs to adjust
Last week, former CNN correspondent Jim Acosta promised a “one-of-a-kind interview.” This turned out to be an understatement. The “guest” in question for that episode of “The Jim

Talkdesk Customer Service MVP
Join us in celebrating Devin White, awarded TalkDesk’s Customer Service MVP’s award! Devin, a seasoned Funding Analyst at InheritNOW, a division of The Estate Registry,

The Estate Registry
🏆 We’re Thrilled to Share our Award-Winning Innovation: NotifyNOW! 🏆 NotifyNOW, a service in partnership with Phillips & Cohen Associates, Ltd. and E.ON Next, simplifies

The Estate Registry enhances award winning death notification solution with Settld acquisition.
The Estate Registry, an innovation created by Phillips & Cohen Associates, the global leader in deceased account care management and technology solutions, has acquired Settld,

How Insurance Companies Can Help Clients Protect Their Legacy
Life insurance is a cornerstone of financial protection for families — but is it enough to safeguard a client’s entire legacy? Too often, families still