Estate Planning Technology for Financial Advisors

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.