Donald Kelley

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.

Advisor Software – ASI Wealth Manager – goalgamiPro
Donald H. Kelley reviews a cloud-based application intended to produce a quick assessment of the client’s ability to meet family goals
Resources for Social Security Retirement Benefits
Donald H. Kelley rounds up and reviews readily-accessible Internet resources for calculating benefits
Directive Communications Systems
Donald H. Kelley reviews Directive Communications Systems, a notification and distribution service for estate administrators that provides comprehensive personal digital account and digital asset organization and management
Advisor View
Donald H. Kelley reviews Advisor View, a portfolio reporting and analysis system
The Portability Calculator
Donald H. Kelley discusses "The Portability Calculator," a program designed to assist you in evaluating the portability election.
Recent Developments in Tech Resources for the Trusts & Estates Practice, Part 2
Donald H. Kelley concludes his overview of 2014's top tech resources for estate planning practitioners.
Recent Developments in Tech Resources for the Trusts & Estates Practice, Part 1
Donald H. Kelley offers part 1 of his overview of the year's most interesting online resources for estate planners
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
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.
Industry Newsletters
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