In this episode of the Digital Planning Podcast, Jen Zegel, Justin Brown, and Ross Bruch are joined for the second time with CEO and co-founder of Trust & Will, Cody Barbo. The conversation focuses on how evolving technology is continuing to transform the way families approach estate planning. Cody further shares his experience, how AI is reshaping the platform, approaching security and privacy concerns, and the outlook for estate planning over the next few years.
The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning, and estate administration. Your hosts, Jennifer Zegel, Ross Bruch, and Justin Brown will guide you through the digital world and aim to keep you informed of developments and updates in this ever-changing space.
