The Advisor's Guide to Estate Planning

Enhancing Client Outcomes through Advisor-Attorney Partnerships with Estate Planning Attorney Ryan Crandall


Listen Later

In this episode, we delve into the powerful partnerships between financial advisors and estate planning attorneys.

Join host Matt Morris as he introduces Ryan Crandall, an innovative estate planning attorney from eLegacy Law. Discover how these collaborations enhance client experiences, streamline estate planning processes, and provide peace of mind. Learn about the unique virtual model of eLegacy and how it integrates with financial advisors to offer comprehensive, coordinated financial care.

Tune in to explore the future of estate planning and the vital role of technology in this evolving field.

To learn more about Ryan and his firm visit https://www.elegacylaw.com/about.

Remember to subscribe, leave a comment, and share with friends. If you have questions, feedback, or suggestions for future episodes, shoot us an email at [email protected]. We'd love to hear from you!

...more
View all episodesView all episodes
Download on the App Store

The Advisor's Guide to Estate PlanningBy EncorEstate Podcast