{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/62bb1f9c21e4cb00121193ed/660d497c0e32ca00171d1670?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Are your estate documents in order?  Featuring Cody Barbo","description":"<h1><strong>Are your and your clients estate planning documents in order?</strong></h1><p><br></p><p>When was the last time you and your clients reviewed them?&nbsp;Upwards of 68% of Americans don’t have a will, yet we all are going to need one some day.&nbsp; Whether you’re an advisor looking to expand your services and deepen your relationship with your clients, or you’re a consumer looking for a cutting-edge estate planning solution, this is an episode you won’t want to miss.&nbsp;Join us and serial entrepreneur and CEO and co-founder of Trust &amp; Will, Cody Barbo, as we dive into all things estate planning.</p><p><br></p><h2>In this episode Cody, Adam and Derek chat about:</h2><ul><li>The Full stack advisor - Advisors are uniquely positioned to help clients with all sorts of things including estate planning</li><li>Estate planning is an Everybody problem</li><li>Wealth Transfer - a huge opportunity for estate planning</li><li>Expanding your services</li><li>Do advisors have their own estate planning done?</li><li>When was the last time a client reviewed their estate planning they previously did?</li><li>Can you help your younger clients with estate planning to get introduced to their older parents?&nbsp;</li><li>The lack of education and good old procrastination - main reasons clients don’t have an estate plan.&nbsp;&nbsp;</li><li>And lots more!</li></ul><p><br></p><p><strong>Resources:</strong></p><ul><li><a href=\"https://www.linkedin.com/in/codybarbo/\" rel=\"noopener noreferrer\" target=\"_blank\">Follow Cody Barbo on LinkedIn</a></li><li><a href=\"https://twitter.com/codybarbo\" rel=\"noopener noreferrer\" target=\"_blank\">Follow Cody Barbo on X/Twitter</a></li><li><a href=\"https://trustandwill.com/advisors/\" rel=\"noopener noreferrer\" target=\"_blank\">Check out the Trust &amp; Will solution for Financial Advisors</a></li><li><a href=\"https://trustandwill.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Check out Trust &amp; Will for consumers</a></li><li><a href=\"https://www.linkedin.com/company/rethinkfa/\" rel=\"noopener noreferrer\" target=\"_blank\">Follow RethinkFA on LinkedIn</a></li><li><a href=\"https://www.youtube.com/@conneqtor2000\" rel=\"noopener noreferrer\" target=\"_blank\">Listen to RethinkFA on YouTube Podcasts</a></li><li><a href=\"https://dwealth.news/category/podcasts/rethink-financial-advice-podcast/\" rel=\"noopener noreferrer\" target=\"_blank\">Find us on Digital Wealth News</a></li><li><a href=\"https://docs.google.com/forms/d/e/1FAIpQLSfxPxtYxTuhbiuV0xzBm9YJ7jlRWVAdaRejIwp_NHWJBNxZqw/viewform?usp=sf_link\" rel=\"noopener noreferrer\" target=\"_blank\">Apply to be a guest on the RethinkFA Think Tank</a></li></ul><p><br></p><p><strong>Connect With Adam Holt:</strong></p><ul><li><a href=\"https://bit.ly/3tykvJj\" rel=\"noopener noreferrer\" target=\"_blank\">Schedule an Asset-Map Demo</a></li><li><a href=\"https://www.asset-map.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Asset-Map&nbsp;</a></li><li><a href=\"https://www.linkedin.com/in/hadamholt/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Adam Holt</a></li><li><a href=\"https://www.facebook.com/Asset-Mapcom-305328046167985/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook: Asset-Map</a></li><li><a href=\"https://twitter.com/asset_map\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Asset_Map</a></li></ul><p><br></p><p><strong>Connect With Derek Notman:</strong></p><ul><li><a href=\"https://www.couplr.ai/book-a-demo/\" rel=\"noopener noreferrer\" target=\"_blank\">Schedule a Couplr Demo</a></li><li><a href=\"https://www.couplr.ai/\" rel=\"noopener noreferrer\" target=\"_blank\">Couplr</a>AI</li><li><a href=\"https://www.linkedin.com/in/dereknotman/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Derek Notman</a></li><li><a href=\"https://www.linkedin.com/company/couplrai/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Couplr</a></li><li><a href=\"https://twitter.com/DerekNotmanCFP\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Derek Notman</a></li></ul>","author_name":"H. Adam Holt, CFP and Derek N.H. Notman, CFP"}