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.

In this episode Cody, Adam and Derek chat about:

• The Full stack advisor - Advisors are uniquely positioned to help clients with all sorts of things including estate planning
• Estate planning is an Everybody problem
• Wealth Transfer - a huge opportunity for estate planning
• Expanding your services
• Do advisors have their own estate planning done?
• When was the last time a client reviewed their estate planning they previously did?
• Can you help your younger clients with estate planning to get introduced to their older parents? 
• The lack of education and good old procrastination - main reasons clients don’t have an estate plan.  
• And lots more!

Resources:

• Follow Cody Barbo on LinkedIn
• Follow Cody Barbo on X/Twitter
• Check out the Trust & Will solution for Financial Advisors
• Check out Trust & Will for consumers
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• Facebook: Asset-Map
• Twitter: Asset_Map

Connect With Derek Notman:

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

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