Are you curious about new advances in estate planning? We will take a guided tour through innovative platforms that are shaping the future of Estate Planning. Six tech firms have been invited to participate. Attendees get to choose their own breakout rooms and presentations. Which one would benefit your practice?
Our Panel of Speakers:
BePrepared - the online safe deposit box for your client's digital assets, presented by Dylan O'Brien www.bepreparedapp.com
emergent - products for will drafting, estate administration and estate accounting, presented by Darren Cooper www.emergent.ca
Estateably - modern estate and trust administration software for professionals, presented by Ari Brojde www.estateably.com
eStatePlanner - empowering advisors with the tools and expertise to make estate planning better, presented by Jordan Atin www.e-stateplanner.com
MinuteBox - manage global entities, automate documents, corporate orgcharts, and easily share corporate records with clients, presented by Sean Bernstein www.minutebox.com
Plan Well Guide - Plan for serious illness in advance and make sure you and your family are optimally prepared and protected, presented by Dr. Daren Heyland www.planwellguide.com www.myicuguide.com
No Charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for Professional Advisors only.
You can forward this link to Colleagues: https://www.epc-canada.org/event-5200623
We promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning and share Estate Administration best practices.
We link and support Estate Planners across Canada and represent a global community online.