What Advisors Need to Know About Professional Trustees and Estate Planning Technology to Retain Generational Assets

September 15, 2023, 1:00 pm EST

In this session, we'll outline how trusts are used as an effective estate planning tool and what client situations are best suited. We'll cover the value of a trust based estate plans, and the fiduciary responsibility and duties of the trustee as well as the role of grantors, beneficiaries and other interested parties in estate planning. Learn to ask the right questions of your clients and prospects to attract and retain additional trust revenue for your firm as well as create relationships through multiple generations and how to leverage estate planning technology to ensure client estate plans are appropriate and always up to date.

Meet the Speakers

Matt Morris

CEO, EncorEstate Plans