Donald Kelley

Donald
H.
Kelley
Attorney,
Kelley, Scritsmier & Byrne, P.C.

Donald H. Kelley is of counsel to the law firm of Kelley, Scritsmier & Byrne, P.C. In North Platte, Neb.  He selects and reviews new technologies relevant to wealthmanagement professionals.

Click here to purchase a copy of "The Electronic Practice 2014".

Articles
Gillett Estate Management Suite Update
Donald H. Kelley updates his review of the Gillett Estate Management Suite.
Trusts and Estates Practice Resources on the Internet
The Internet provides an amazing repository of information, primary law, estate planning techniques and other materials needed in the trusts and estates practice.
TOLI Vault
Donald H. Kelley reviews TOLI Vault, a platform for storing and analyzing information on client life insurance policies
ContractExpress
Donald H. Kelley reviews Contract Express, a contract document assembly and review system
Online Resources for Business Succession Planning
Donald H. Kelley offers a guided tour of the various family business succession planning resources on the Internet.
Internet Calculators for Estate Planners
Donald H. Kelley provides a comprehensive list of internet calculators relevant to estate planning professionals.
Online Resources for Portability Planning and Filing
Donald H. Kelley offers a primer on the various portability planning resources available around the Internet.
Tech Review: SunGard’s WealthStation CompAct
WealthStation CompAct is a stand-alone, comprehensive financial planning tool that allows you to generate financial plans quickly and interactively.
Online Resources for Income Tax Planning as Part of Estate Planning
Donald H. Kelley offers a comprehensive guide to easily-accessible income tax resources around the Internet.
Decouple Cruncher
Donald H. Kelley reviews Decouple Cruncher, a robust state estate tax calculator
DonorPerfect
Donald H. Kelley reviews DonorPerfect, a platform designed to assist charitable organizations in accumulating, entering and managing donor data and creating useful reports for targeted fund raising and volunteer efforts.
T&E Software and Cloud Resources
Donald H. Kelley describes some of the myriad resources available online for estate planners
State Estate Taxes Post-ATRA
Donald H. Kelley gives an overview of recent developments in this area and suggests some internet resources to aid your practice
Advisor’s Ally
Donald H. Kelley reviews Advisor's Ally, a software for easily keeping track of client data
Estate Planning for Pets
Donald H. Kelley offers a primer on the numerous internet resources available to assist in planning for your clients' pets
Industry Newsletters
Careers Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×