Key Points:
- Glimpse the future of estate planning
- EP Cloud – The smarter estate planning solution
Biography:
We are on the brink of the largest transfer of wealth in human history. Estate planning is the instrument that will facilitate this transfer of wealth. EP Cloud places financial professionals at the center of this important event. We ensure lifelong relationships between advisors and their clients, as well as a direct line to the next generation of financial planning clients. EP Cloud provides a convenient way for financial advisors to get attorney drafted estate plans without leaving the office. |