Category: Resources

June 12, 2023

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, […]

May 19, 2023

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 […]

February 22, 2023

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 […]

December 5, 2022

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 […]

November 14, 2022

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 […]

November 1, 2022

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 […]

October 18, 2022

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 […]

September 23, 2022

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 […]

September 12, 2022

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 […]

August 10, 2022

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 […]

July 5, 2022

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 […]

December 20, 2021

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. […]

November 4, 2021

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 […]

September 21, 2021

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 […]

July 20, 2021

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 […]

June 15, 2021

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 […]

June 1, 2021

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 […]

April 23, 2021

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 […]

April 5, 2021

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 […]

March 31, 2021

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 […]

February 11, 2021

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 […]

January 26, 2021

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 […]

January 14, 2021

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 […]

December 17, 2020

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 […]

November 12, 2020

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 […]

November 6, 2020

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 […]

July 2, 2020

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 […]

June 25, 2020

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, […]

May 25, 2020

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 […]

May 24, 2020

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 […]

May 23, 2020

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 […]