The coming quarter-century is set to be a period of significant upheaval for banks and other financial institutions, and that’s largely due to the Great Wealth Transfer. Over the next 25 years, Millennials and […]

Baby Boomers are going to transfer over $70 trillion dollars to Millennials in the next 25 years. That capital doesn’t just represent the legacy their kids will use to build their lives—it’s the foundation […]

Download Case Study Now In 2023, American State Bank celebrated its 50th anniversary providing customers with access to personalized banking services. Along with American Investment & Trust and Perspective Insurance, American State Bank is […]

As we grow older and accumulate wealth, it’s natural to start thinking about how to ensure our loved ones are taken care of after we’re gone. However, passing our estate along isn’t as simple […]

On January 1, 1983, the internet was officially born, and ever since our most powerful memories and messages have been preserved in pics, vids, and a thousand different kinds of digital communication platforms. Our […]

In the era of digital transformation, banking institutions are embracing innovative solutions to enhance their customer relationships. Relationship banking, once solely reliant on face-to-face interactions, is being redefined by the advent of digital products. […]

Banks are constantly exploring ways to enhance profitability beyond traditional lending practices, and in today’s competitive environment, developing client relations and generating non-interest income have become crucial differentiators for the top competitors.  There are […]

It can be easy to rest on your laurels with solid in-person customer service and friendly handshakes when you’ve got a good thing going in the communities you serve, but if you stay static, […]

Planning for the future is a crucial step in ensuring our loved ones are taken care of after we’re gone. Legacy planning involves making important decisions about how our assets, values, and memories will […]

There are many anachronisms in society that have retained their value for today’s customers. Mechanical watches, for instance, are completely unnecessary now that everyone has a cell phone, but nonetheless, there are enthusiasts and […]

One of the most exciting adventures any parent can undertake is planning and growing a legacy for their children. It’s not just the peace and security of knowing that your family will be taken […]

In the last few decades, the banking industry has had to completely reimagine how business is done. Gone are the days when the average customer’s experience topped out at walking into their local branch […]

Most of us don’t like to think about our estate and legacy planning in general, much less the details. Ruminating about what happens after you pass on is just a little scary when you’re […]

Science has cured thousands of diseases, technology has connected us through space and time with streams of quantum particles, and art and literature have revealed new ways of thinking and being that were in […]

There is no doubt that client relations will continue to be the brightest star in the constellation of modern banking strategy. Nurturing personalized service is the most effective way to infuse your business model […]

Like most things, the hardest part of making an end-of-life plan is the beginning. Nobody wants to think about passing away, and the most common approach is to avoid it as long as possible. […]

The holidays are right around the corner. It’s the time when families get together and create memories that will last a lifetime. Those memories can be represented in heirlooms that could one day be […]

One of the most common mistakes in the banking industry today is viewing clients as individuals and spouses instead of families. It’s true that a person and their partner sign on the dotted line […]

It seems like just yesterday, we announced that we launched our online-will product was available in Texas. Now, we are pleased to announce that we’ve expanded to 49 states, plus Washington D.C! You can […]

The question of family wealth passing from generation to generation splashed across the headlines in September of 2022 when Patagonia founder Yvon Chouinard famously donated his billion-dollar company to environmental charity instead of leaving […]

Competition is fierce in today’s banking industry, and as many as 55% of customers report seeking services from their primary financial institution’s competition because of influences as simple as direct advertising.  It’s easy to […]

Difficult question: What will happen to your digital property after you’re gone?  While it’s not easy to think about, you should have an answer prepared. The future is coming, whether we like it or […]

Digital banking has become ubiquitous among financial institutions. The convenience offered to customers is undeniable–they can easily pay bills, transfer money, and apply for loans (among other benefits) wherever and whenever. But this shift […]

Thank you for voting for The Postage to be part of a panel at SXSW PanelPicker® in March 2023! Learn More  Til Death Tech Do Part: Building Products That Care Nobody likes to talk […]

Many people begin their entrance into estate planning with the goal of creating a will, or, specifically — making sure that life’s loose ends are taken care of upon passing away. Maybe you have […]

Nothing reminds us of our own mortality and raises all sorts of existential questions (and sometimes crises) than discussions about a last will and testament. For some, it’s just another piece of paperwork they […]

If you are just getting started with estate planning, it might seem like you’re learning a new language. There’s a lot of legal terminology that isn’t commonly used in day-to-day conversation for most people. […]

We’re pleased to announce that our crowdfunding campaign is now live on MicroVentures! We invite you to help The Postage on our mission to make holistic legacy planning simple for all. The Challenge It’s […]

It’s that time of year again. The season where the air becomes cooler, the leaves begin to change, and loved ones find their way back home to celebrate what they’re thankful for. Fall is […]

One of the facts of life is that eventually, it will end. As age increases and health concerns progress, a person’s health may be affected to the point where end-of-life care becomes a reality. […]

Our top-tier planning software just got an upgrade! The Postage now offers wills! Complete the rest of your life plans by creating a simple, attorney-approved will. Our simple will-maker allows you to create a […]

Proper preparation provides profound peace of mind, especially when it comes to storing your essential paperwork. However, since many people forget such tasks until it’s too late, we wanted to share trusted guidelines for […]

These days, just about everything we do has an online account associated with it. Banking, grocery shopping, email, social media — the list is nearly endless, and so is the list of login credentials […]

One of the last things you want to think about after a family member or friend passes away is their debt. However, determining who is responsible for their unpaid bills after death is an […]

Much like a last will and testament, the common interpretation of a trust has been twisted and shaped by popular media. Yes, it’s a legal device used by people to pass down possessions to […]

Ready to take your planning on the go? The Postage Mobile app is here to make planning your legacy even simpler. The Postage mobile app is here to change the way that you plan […]

In the U.S., it’s not uncommon for a single funeral to cost thousands of dollars — with a median cost of $7,640, according to the National Funeral Directors Association. And if a cement vault […]

Although many people view funerals and related ceremonies as an unpleasant experience, these rituals are an inherent part of what it means to be human. We all die, and honoring the deceased is one […]

Your will is one of the most critical documents in your estate plan. As you research, you’ll learn about many different types of wills, such as simple wills, joint wills, and pour-over wills. One […]

It’s often said that funerals are for the living. They give those left behind a chance to remember the dearly departed and then reflect upon their own lives. When you create a funeral reception […]

Not only are funerals expensive, but they can also cost the environment a great deal. Traditional burials have a tremendous impact on the planet in terms of materials, and cremations in the U.S. release […]

Your 40s are a hidden gem because of the stability you enjoy in your career and social life. During this era, many people often may experience positive, long-term changes to their financial and family […]

Despite what you might have learned about them from popular culture, wills are an essential part of estate planning for everyone. Even if you don’t own property, houses, fine art, and other signifiers of […]

One of the most nerve-wracking parts of end-of-life planning occurs as you begin to lose control of your faculties and abilities. Learning more about the different “Power of Attorney” concepts is essential, especially if […]

Sometimes the greatest gift you can give someone doesn’t come with a price tag. Planning your after-death communication costs only your time and emotional energy, yet the delight it will bring your loved ones […]

Wills are often associated with wealthy elderly individuals, but there are several reasons why you should establish one sooner no matter your income or possessions. Here are some guidelines to use when trying to […]

How prepared are you and your loved ones? While it’s important to live life to the fullest, we can’t neglect preparing for the inevitable. Without proper planning, it can take up to 500 hours […]

Our 30s bring many great opportunities, such as better jobs and salary, marriage, and the addition of children and pets. With so many potential changes, this period is the perfect time to start considering […]

With origins dating back thousands of years to ancient Judaism, an ethical will is an intimate document containing your personal legacy. It’s designed with your friends and family in mind, and it’s usually shared […]

Guest Article Written by Christina Brengel of the Law Office of Christina Stroyick Brengel There is much talk, and sometimes confusion, about wills and trusts. People are often left with many questions. Which is […]

While we know how challenging losing a loved one can be on its own, if you’re the one managing and organizing their affairs, it can be even more emotionally taxing. To simplify this process, […]

The phrase “Get your affairs in order” immediately conjures up images of a doctor diagnosing you or a close family member with a terminal illness. As uncomfortable as that conversation is, health care professionals […]

According to research by The Conversation Project, 90% of Americans want to talk to their family members about what happens when they die. This makes sense, as we’re a country of independent people who […]

We get it: no one really wants to think about death and dying. Imagining your own passing or that of a partner, parent, or even child is unpleasant. However, the result of ignoring this […]