Newsworthy Topics, Trust & Estate Planning

Creating a Digital Vault for Your Estate Plan

Matthew Thornton, CFA®

Bryn Mawr Trust

June 5, 2024

< 1 min read

A mockup of an embedded digital video player. A transparent "Play" icon is superimposed over a photograph of a road extending into the horizon. The publication's title "Planning Perspectives" is emblazoned above. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.

Planning Perspectives is your guide to navigating the complexities of wealth management with ease.

This week we discuss how creating a digital vault for your estate plan.

Matthew Thornton, CFA®

Bryn Mawr Trust

Matt Thornton is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2022.

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Creating a Digital Vault for Your Estate Plan

Begin your journey

Have questions?

Recent Articles

The 101 on 529 Accounts

Beauty or Beast: The “One Big Beautiful Bill Act” and Key Tax Changes to Prepare For

Bryn Mawr Trust’s Internship Experience Pushes Jordan Walter Pelzer Out of Comfort Zone

Recent Insights

Disclosures