**FAQs**

**1. What are digital estate planning solutions?**
Digital estate planning solutions are platforms that help users in document creation, document extraction, and estate visualization to aid in the estate planning process.

**2. Are digital estate planning solutions suitable for complex estate planning needs?**
While digital estate planning solutions can be useful for most clients with typical estate planning needs, more complex situations may require the expertise of an attorney to draft customized documents or review documents created by digital solutions.

**3. How can financial advisors avoid Unauthorized Practice of Law (UPL) when using digital estate planning solutions?**
Financial advisors can avoid engaging in UPL by providing education and guidance to clients about the available options without actually giving legal advice. Digital estate planning solutions can provide guardrails to help advisors stay within their boundaries.

**Conclusion**

In conclusion, digital estate planning solutions offer powerful tools that can enhance the services provided by estate attorneys and financial advisors to clients. While there may be concerns about engaging in UPL and the use of boilerplate language, these platforms can still be valuable for clients with typical estate planning needs. By leveraging digital tools effectively, advisors can streamline the estate planning process, initiate important conversations with clients, and provide additional value to their services.