Sponsored By
Donald H. 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.

Latest from Donald H. Kelley

Advisor Software – ASI Wealth Manager – goalgamiPro
Financial Planning
Advisor Software – ASI Wealth Manager – goalgamiProAdvisor Software – ASI Wealth Manager – goalgamiPro
byDonald H. Kelley
Jul 9, 2015
7 Min Read
social security card
Retirement
Resources for Social Security Retirement BenefitsResources for Social Security Retirement Benefits
byDonald H. Kelley
Jun 9, 2015
6 Min Read

All from Donald H. Kelley

Directive Communications Systems
WealthTech
Directive Communications Systems
Directive Communications Systems
May 12, 2015
|
6 Min Read
byDonald H. Kelley, Attorney
Advisor View
WealthTech
Advisor View
Advisor View
Apr 14, 2015
|
5 Min Read
byDonald H. Kelley, Attorney
calculator
WealthTech
The Portability Calculator
The Portability Calculator
Mar 10, 2015
|
7 Min Read
byDonald H. Kelley, Attorney
Recent Developments in Tech Resources for the Trusts & Estates Practice, Part 2
WealthTech
Recent Developments in Tech Resources for the Trusts & Estates Practice, Part 2
Recent Developments in Tech Resources for the Trusts & Estates Practice, Part 2
Feb 10, 2015
|
7 Min Read
byDonald H. Kelley, Attorney
Recent Developments in Tech Resources for the Trusts & Estates Practice, Part 1
WealthTech
Recent Developments in Tech Resources for the Trusts & Estates Practice, Part 1
Recent Developments in Tech Resources for the Trusts & Estates Practice, Part 1
Jan 13, 2015
|
7 Min Read
byDonald H. Kelley, Attorney
Gillett Estate Management Suite Update
WealthTech
Gillett Estate Management Suite Update
Gillett Estate Management Suite Update
Dec 9, 2014
|
10 Min Read
byDonald H. Kelley, Attorney
Trusts and Estates Practice Resources on the Internet
WealthTech
Trusts and Estates Practice Resources on the Internet
Trusts and Estates Practice Resources on the Internet
Nov 11, 2014
|
8 Min Read
byDonald H. Kelley, Attorney
logo in a gray background |
WealthTech
TOLI Vault
TOLI Vault
Oct 14, 2014
|
9 Min Read
byDonald H. Kelley, Attorney
ContractExpress
WealthTech
ContractExpress
ContractExpress
Sep 10, 2014
|
7 Min Read
byDonald H. Kelley, Attorney
Veralytic
WealthTech
Veralytic
Veralytic
Apr 10, 2013
|
7 Min Read
byDonald H. Kelley, Attorney
The ACTEC Wealth Advisor App
WealthTech
The ACTEC Wealth Advisor App
The ACTEC Wealth Advisor App
Mar 13, 2013
|
7 Min Read
byDonald H. Kelley, Attorney
Insurance Trust Monitor
WealthTech
Insurance Trust Monitor
Insurance Trust Monitor
Feb 12, 2013
|
6 Min Read
byDonald H. Kelley, Attorney
Drafting Assistant –Transactional Software
WealthTech
Drafting Assistant –Transactional Software
Drafting Assistant –Transactional Software
Jan 15, 2013
|
7 Min Read
byDonald H. Kelley, Attorney
Market 76
WealthTech
Market 76
Market 76
Dec 12, 2012
|
5 Min Read
byDonald H. Kelley, Attorney
Appraise-Web
WealthTech
Appraise-Web
Appraise-Web
Nov 14, 2012
|
6 Min Read
byDonald H. Kelley, Attorney
The Ultimate Estate Planner
Estate Planning
The Ultimate Estate Planner
The Ultimate Estate Planner
Oct 16, 2012
|
6 Min Read
byDonald H. Kelley, Attorney
SunGard’s Mobile Meeting
Business Planning
SunGard’s Mobile Meeting
SunGard’s Mobile Meeting
Sep 12, 2012
|
6 Min Read
byDonald H. Kelley, Attorney
CBData
WealthTech
CBData
CBData
Aug 8, 2012
|
7 Min Read
byDonald H. Kelley, Attorney
elderly lady walker
WealthTech
ElderCounsel
ElderCounsel
Jul 10, 2012
|
6 Min Read
byDonald H. Kelley, Attorney
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WealthTech
SmartDraw
SmartDraw
Jun 12, 2012
|
7 Min Read
byDonald H. Kelley, Attorney
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WealthTech
Xpert Financial
Xpert Financial
May 16, 2012
|
7 Min Read
byDonald H. Kelley, Attorney
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Support Platforms
Crummey Services
Crummey Services
Mar 14, 2012
|
7 Min Read
byDonald H. Kelley, Attorney
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Financial Planning
Cheshire Wealth Manager
Cheshire Wealth Manager
Jan 11, 2012
|
7 Min Read
byDonald H. Kelley, Attorney
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WealthTech
Mystatewill.com
Mystatewill.com
Dec 13, 2011
|
6 Min Read
byDonald H. Kelley, Attorney
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WealthTech
Summitas
Summitas
Nov 14, 2011
|
6 Min Read
byDonald H. Kelley, Attorney
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Industry News & Trends
Planned Giving Design Center
Planned Giving Design Center
Sep 14, 2011
|
7 Min Read
byDonald H. Kelley, Attorney
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Industry News & Trends
Pallette Platform
Pallette Platform
Aug 17, 2011
|
6 Min Read
byDonald H. Kelley, Attorney
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Support Platforms
Cowles TrusTerminator
Cowles TrusTerminator
Jul 13, 2011
|
8 Min Read
byDonald H. Kelley, Attorney
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Support Platforms
Finance Logix
Finance Logix
Jun 15, 2011
|
7 Min Read
byDonald H. Kelley, Attorney
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Estate Planning
Estate Planning After 2010
Estate Planning After 2010
May 11, 2011
|
8 Min Read
byDonald H. Kelley, Attorney
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Support Platforms
WealthDocx 2011
WealthDocx 2011
Apr 11, 2011
|
7 Min Read
byDonald H. Kelley, Attorney
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Support Platforms
Drafting Wills and Trust Agreements
Drafting Wills and Trust Agreements
Mar 16, 2011
|
8 Min Read
byDonald H. Kelley, Attorney
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Support Platforms
Wealth Transfer Planning
Wealth Transfer Planning
Feb 9, 2011
|
10 Min Read
byDonald H. Kelley, Attorney

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Investing Strategies
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