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  • Using Legacy Planning to Generate Client Relationships that Go Beyond the Transaction

Using Legacy Planning to Generate Client Relationships that Go Beyond the Transaction

Peak Trust Company|December 12, 2018
  • Statistics around legacy planning
  • Specific process, Stages and timeline
  • Benefits for the family
  • Benefits for the advisor & attorney
https://www.youtube.com/watch?v=7CZGrf31RIQ&t=15s
This entry was posted in Webinars and tagged Legacy Planning on December 12, 2018 by Peak Trust Company.

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  • Private Foundation Services
  • Personal Representative Services

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