Estate Planning Demystified: What’s Legal, What Works, and What’s Next

You asked — we’re answering.

Join Andres Mazabel from Trust & Will and the Snappy Kraken team for a candid conversation about the evolving world of estate planning and what it means for financial advisors.

In this session, you’ll gain clarity on:

• What you can and can’t do as an advisor
• How to position estate planning in your practice effectively
• New tools, trends, and opportunities you should know about

Whether you're already offering estate planning guidance or just getting started, this discussion will help you stay compliant, competitive, and confident.

Expect clear answers, expert insights, and actionable guidance on how to confidently have estate planning conversations.