About this event
Join us for a live webinar highlighting how our new features will empower you to add more value through estate planning.
We’ll walk you through our updates:
- Estate Plan Summary: A summary of the key decisions made in a client’s estate providing you with increased visibility to help keep estate planning top of mind as your client's life changes.
- Estate Plan Reports: A visualization of your clients estate plan, enhancing your expertise through automated reports of assets, succession, and planning opportunities.
- Personalized Insights: Personalized insights based on client's estate plan, enabling proactive engagement with your clients.
Hosted by
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Guest speaker
Samuel Deane President & CEO @ Deane Wealth ManagementG
Samuel Deane is a financial advisor and President of Deane Wealth Management, a registered investment advisor for startup founders and employees. The wealth management firm specializes in financial planning, investment management, tax planning, and equity compensation.
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Team member
Trust & Will for Advisors Team Webinar Host @ Trust & WillT
The leading estate planning platform, enabling financial advisors to provide more comprehensive planning.
Trust & Will
Estate Planning, made easy.Trust & Will for Advisors is the nations leading estate planning provider — enabling advisors to streamline the estate planning process for you and your clients.
