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In this episode of the Digital Planning Podcast, Jen, Justin, and Ross sit down again with Cody Barbo, CEO of Trust & Will, to discuss how technology is transforming the way families approach estate planning. From simplifying wills and trusts to making planning more accessible, Trust & Will is modernizing a process that’s long overdue for innovation. Tune in as we explore how digital tools, evolving laws, and shifting planning dynamics are shaping the future of estate planning.
By Jennifer Zegel, Ross Bruch, and Justin Brown5
1717 ratings
In this episode of the Digital Planning Podcast, Jen, Justin, and Ross sit down again with Cody Barbo, CEO of Trust & Will, to discuss how technology is transforming the way families approach estate planning. From simplifying wills and trusts to making planning more accessible, Trust & Will is modernizing a process that’s long overdue for innovation. Tune in as we explore how digital tools, evolving laws, and shifting planning dynamics are shaping the future of estate planning.