Preview Mode Links will not work in preview mode

The Advisor Lab by CION

Nov 8, 2021

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: