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Ep 19 - Revolutionize Estate Planning: AI-Powered Tools & Expert Advice with Eva Deniz
Episode 19
Can Estate Planning be simplified? With Wealth.com’s innovative tools, like the AI extractor tool and visualizations, the answer is yes.
Join Jeb, Ethan, and Eric on the Metcalf Money Moment podcast as they host Eva Deniz to explore how estate planning transforms with Wealth.com. Learn how financial advisors can streamline the creation of revocable trusts, wills, and other estate planning documents, making the process more intuitive and cost-effective. Learn to navigate emotional hurdles and ensure your plan mirrors your expectations.
What you will Learn in this Episode:
How Wealth.com enhances Estate Planning for advisors and clients.
Benefits of the AI extractor tool for updating existing plans.
Role of the attorney network in supporting deed services.
Using the pre-meeting worksheet to ease client account setup.
Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies to unlock financial clarity and confidence. Listen now to inspire your financial journey!
TIMESTAMPS:
00:00 Estate Planning can be emotional. A pre-meeting worksheet and estate planning checklist give clients time to plan.
06:38 Eva highlights the AI extractor tool for visualizing and updating outdated revocable trusts, wills, and medical directives.
13:00 The intuitive document wizard eliminates legalese, and the attorney network offers a pre-negotiated rate.
16:45 Discussion of consultation rate for clarifying complex wills and trusts, highlighting Wealth.com’s value in simplifying legal jargon.
19:15 Metcalf is partnering with Wealth.com, emphasizing faster Estate Planning processes for clients using the client account and document wizard.
KEY TAKEAWAYS:
Wealth.com simplifies Estate Planning with tools like the document wizard and visualizations for advisors and clients
AI extractor tool visualizes and updates existing wills or trusts in minutes, ensuring relevance
Pre-meeting worksheet and estate planning checklist ease emotional barriers in client account setup
Attorney network offers consultations for $240 and deed services to finalize revocable trusts
ABOUT THE GUEST:
Eva Deniz leads advisory sales in the Central Region at Wealth.com, helping advisors, firms, and family offices initiate dynamic estate planning conversations. She empowers advisors to leverage it for growth while addressing industry challenges. Before joining 2.5 years ago, she spent 8 years at Lululemon, leading EMEA ecommerce operations and guest experience. Outside of work, she travels with her children (ages 10 and 14), plays golf, and enjoys spending time at the lake.
DISCLAIMER:
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Published on 4 weeks ago