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Modernizing Estate Planning -- Trust & Will

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Estate planning is a crucial part of a comprehensive financial plan. Trust & Will is solving why more than 60% of families don't have one. We will cover the importance of having an estate plan, the options available, and how to engage your clients to get it done.

Andres Mazabel

Business Development Manager

Trust & Will

Andres Mazabel is the business development manager for Trust & Will. Andres spent more than 13 years with JPMorgan & Wells Fargo in Private Banking. After seeing how many families never create an Estate Plan, he joined Trust & Will to enable financial advisors to add more value through estate planning.

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Modernizing Estate Planning -- Trust & Will
05/05/2021 at 12:00 PM (MDT)   |  60 minutes
05/05/2021 at 12:00 PM (MDT)   |  60 minutes Estate planning is a crucial part of a comprehensive financial plan. Trust & Will is solving why more than 60% of families don't have one. We will cover the importance of having an estate plan, the options available, and how to engage your clients to get it done.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available