Digital Planning Podcast

Trust & Will


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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.

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Digital Planning PodcastBy Jennifer Zegel, Ross Bruch, and Justin Brown

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