Earlier this year, WealthCounsel teamed up with Trusts & Estates on a survey designed to explore the current state and future direction of estate planning. Listen in as Jenni Davenport, VP of Software Solutions and Editor in Chief at WealthCounsel, shares highlights and surprising findings from the research. Among other things, you’ll discover the changes estate planning professionals made to their practice as a result of COVID-19 that will stick and where most problems arise during trust administration.
To view the WealthCounsel and Trust & Estates Magazine research results visit: wealthcounsel.com/industry-trends-te
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