John Yackel, CEO, Trucendent and Phil Buchanan, Executive Chairman, Cannon Financial Institute discuss scalable trust & estate planning solutions for advisors and their clients.
Trust and estate planning is an integral part of wealth management. A comprehensive estate plan allows for the preservation of wealth, a frictionless transfer of assets, and the minimization of fees and taxes. Advisors who incorporate trust & estate planning into their practice have the potential to form deeper relationships, add differentiated value, and help their clients achieve multi-generational wealth.
Trucendent’s tech-powered solution aims to help advisors integrate estate and trust planning at scale, while maintaining their role as a client expert. Trucendent’s integrated and cohesive platform allows advisors access to customizable plans, education, and a network of attorneys and trust companies, in order to deliver a complete plan for the transfer of wealth across generations and help achieve client goals.
To learn more, register & watch Trucendent’s webcast: The Trust & Estate Planning Playbook.
- Building a more sustainable practice with trust and estate planning
- Differentiating your practice through reliable, quality, holistic wealth services
- Meeting client and prospect demand for more sophisticated family tax strategies
- Exploiting the benefits of corporate trustees
- Understanding the Trucendent platform and solution