Estate Planning Episode:
Arrowroot Family Office CEO Rob Santos and Director Rory Henry discuss how to implement Estate Planning into your firm. They cover the importance of having an estate plan to avoid the problems of Probate and technological innovations in the space that allow non-attorneys to be able to service clients with Estate Plans.
- Estate Planning and Holistic Wealth Management
- Probate
- How Firms can Monetize Estate Planning
- How to Offer the Service If you are not an Attorney
- Technological Innovations
- How to Get Started
