CapIntel Expert Series with Willful

CapIntel

In this session we will cover what financial advisors need to know when it comes to estate and financial planning in 2021. 

Technology has been changing the estate planning space for years, from online will platforms to digital notice to creditors to online executor tools. COVID-19 has only accelerated the pace of change as consumers struggled to execute estate planning documents in person. In this session, Willful co-founder and CEO Erin Bury &amp; CapIntel Founder &amp; CEO James Rockwood will highlight how tech has changed many aspects of estate &amp; financial planning, and how COVID-19 has accelerated legal change - and what investment and wealth advisors need to know in 2021.On Thursday, Jan 28, join us and Erin Bury, Co-founder and CEO at Willful, as we delve into the importance of wills and how financial advisors can encourage and help their clients to create one easily. About the Speakers Erin Bury Erin is an entrepreneur, speaker, startup advisor, and former technology journalist. She is the co-founder and CEO at Willful, an online estate planning platform that makes it easy for Canadians to create a will in less than 20 minutes. James Rockwood James Rockwood is the founder and CEO of CapIntel - the leading investment sales platform used by hundreds of financial advisors and asset management sales teams in North America.About Willful <a href="https://www.willful.co/legal-wills-in-ontario?msclkid=f092f299e38c1b854c02adbac8a22af1&amp;utm_source=bing&amp;utm_medium=cpc&amp;utm_campaign=Search%3A%20Ontario&amp;utm_term=willful&amp;utm_content=Branded" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Willful</a> is an online platform that makes it affordable, convenient, and easy for Canadians to create a legal will online. The platform provides simplified estate planning services, enabling customers to create a will and/or power of attorney by following a clear step-by-step process. Willful’s platform was developed in collaboration with leading estate lawyers, with pricing plans starting at $99. Since launching in October 2017, Willful has created over 45,000 estate planning documents for customers across Canada.About CapIntel<a href="http://capintel.com" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">CapIntel</a> is an investment sales platform for financial professionals to save time and sell more. CapIntel serves the entire value-chain, helping asset managers work with financial advisors, and financial advisors work with retail investors.CapIntel’s clients include big five banks, asset managers, leading insurance firms and hundreds of independent advisors.------------------------------------------------------------------------------By registering to this webinar, you are agreeing to be sent additional information via email from Capintel and Willful.

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CapIntel Expert Series with Willful

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