Join us on Tuesday, October 27, 2020, at 11:00 A.M (EDT) for a 30-minute webinar on how estate planning attitudes have changed due to the pandemic.
Included in our panel discussion are: Patrick Hartford CEO and Founder of NoticeConnect who led the initiative in Ontario to allow for virtual will signing. He will talk about the progress made on this initiative.
Erin Bury CEO of the digital estate planning startup Willful, where clients can complete their will and power of attorney documents online. She will talk about the growing demand since the pandemic began for consumers to get their affairs in order, the confusion around recent changes and the research she has been involved with regarding the demographic shifts.
Mark O’Farrell President of The Canadian Institute of Certified Executor Advisors. Mark will talk about the CEA designation, the discount available to Advocis members through our Partner Program and give advice on how advisors can engage with executors. |
