Webinar Registration

Estate Planning Technology for Financial Advisors

Date: Wednesday, June 28, 2023 at 1:00 PM ET

Duration: 60 minutes

Diana Cabrices

Technology Evangelist

Diana Cabrices, is an Experienced Presenter with deep knowledge in Practice Management. With a passion for helping others succeed, they bring valuable insights and practical strategies to every session.

In this session, they will share expert perspectives designed to support your goals and enhance your knowledge in the field.

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Estate planning is complex, but yet is critical for helping clients and their heirs effectively manage wealth transfer. Join technology evangelist Diana Cabrices to learn about solutions designed to help financial planners navigate the estate planning conversation with ease (while staying compliant). Attendees will get an in-depth look at technologies such as Wealth.com, Vanilla, and Trust & Will, including how they’re different and what other advisors say about their success using them.