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Trust & Will for Advisors: Product Demo for Cambridge Investment Research

About 45 minutes

About this event

Trust & Will for Advisors was recently approved for use at Cambridge!

You now have access to our estate planning solution with a 10% discount exclusively for your clients—enabling you to deliver more comprehensive planning.

Join us for a product walkthrough to see how we partner with 11,000+ financial advisors:

  • How your clients can draft state specific estate planning documents
  • Tracking and uncovering opportunities for advisors
  • Access to advisor dashboard
  • Q&A session

We look forward to seeing you there.

Thank you!

Hosted by

  • Team member
    T
    Trust & Will for Advisors Team Webinar Host @ Trust & Will

    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.

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