The Advisor Lab by CION

Episode 76: How Estate Planning is Changing and How Tech is Leading the Way


Listen Later

In this episode, we sit down with Andres Mazabel – Business Development Manager at Trust and Will. Trust and Will is an Estate Planning Platform that helps end consumers navigate the estate planning process at a much lower cost with much lower friction than traditional sources. They also partner with Advisors to enable advisors to serve end-investors easier across multiple areas of the financial planning process. Andres is partnering every day with advisors on the future of estate planning, so I wanted to get his thoughts on how tech is changing estate planning.

Find out more: https://trustandwill.com/advisors/

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

The Advisor Lab by CIONBy CION Investments

  • 5
  • 5
  • 5
  • 5
  • 5

5

20 ratings


More shows like The Advisor Lab by CION

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,224 Listeners

Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,176 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

13,991 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,025 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,046 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,121 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,017 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

113 Listeners