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Estate Planning Council of CANADA

Exploring Technology – New Resources for your Estate Planning Practice

  • May 11, 2023
  • 1:30 PM - 3:00 PM (EDT)
  • Virtual


Registration is closed

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

MinuteBoxmanage global entities, automate documents, corporate orgcharts, and easily share corporate records with clients, presented by Sean Bernstein www.minutebox.com

Plan Well GuidePlan 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


Registration $25

No Charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

You can forward this link to Colleagues:  https://www.epc-canada.org/event-5200623

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.

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