Summary:

In this episode, we dive deep into the world of estate planning technology with Michael Reynolds, the principal of Elevation Financial. Michael, a seasoned advisor with a focus on financial therapy and digital assets, shares his insights on how technology, specifically Encore, has transformed his estate planning practice.

Key Takeaways:

* The Power of Technology: Michael discusses how platforms like Encore have simplified the estate planning process, making it more accessible and efficient for both advisors and clients.

* Personalized Client Experience: He emphasizes the importance of providing a personalized and streamlined experience for clients, from initial intake to ongoing reviews.

* Beyond the Documents: Michael explains how estate planning goes beyond document creation, encompassing ongoing reviews and updates to ensure plans remain relevant and effective.

* The Future of Estate Planning: He shares his vision for the future of estate planning, highlighting the potential of technology to further enhance the client experience and streamline the process.

To find out more about Michael and Elevation Financial, click here.

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