Apr 3 (edited) in Podcast Comments
Ep 63 - Are your estate documents in order?
Are your and your clients estate planning documents in order?
When was the last time you and your clients reviewed them? Upwards of 68% of Americans don’t have a will, yet we all are going to need one some day. Whether you’re an advisor looking to expand your services and deepen your relationship with your clients, or you’re a consumer looking for a cutting-edge estate planning solution, this is an episode you won’t want to miss. Join us and serial entrepreneur and CEO and co-founder of Trust & Will, Cody Barbo, as we dive into all things estate planning.
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Ep 63 - Are your estate documents in order?
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