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Clever Dude
Clever Dude
Travis Campbell

6 Estate Planning Apps That Misfile Critical Documents

estate plan
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Estate planning is supposed to bring peace of mind. You want to know that your will, trust, and other important documents are safe and easy to find. But what if the app you trust to organize your estate plan actually puts your documents at risk? Misfiled or lost files can cause confusion, legal trouble, and even family disputes. Many people don’t realize that some estate planning apps have a history of misfiling critical documents. This can lead to big problems when you need those files most. Here’s what you need to know about estate planning apps that misfile documents—and how to avoid the headaches they cause.

1. EverPlan: Overwhelmed by File Types

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