Homeownership is a key source of household wealth. Many households hope to build wealth through homeownership and to pass it down to future generations. But a lack of a will or estate plan can be a significant hurdle to multigenerational wealth preservation, increasing the risk of a tangled title. Further, many homeowners considered at risk of a tangled title do not have the liquid resources to cover the cost of making a will, entrenching the challenge of heirs’ property. 

One promising development is the expansion of financial technology, which can reduce the cost of financial planning, expand access, and drive scale. Join us as we look at the importance of estate planning as a wealth preservation tool, the opportunities presented by adopting technology, and the potential challenges, particularly as deeper technological penetration might intersect with the digital divide. Experts will also discuss the emerging research and practice related to estate planning and identify the strategies employed for the legacy of all homeowners.