About this episode

Cody Barbo discusses the importance of affordable estate planning and the role of technology in the process.

Osaic's Eric Baumgardner speaks with Cody Barbo from Trust & Will. Cody is the Founder and Chief Executive Officer of Trust & Will. Since starting Trust & Will in 2017, he has worked endlessly to make estate planning an affordable and inclusive option for all American families. Hear about tax planning reports, AI assistance for client meetings and how to handle the emotional side.

People in this episode

Host: Eric Baumgardner

Guest: Cody Barbo

Topics covered

• estate planning
• affordability
• emotional aspects
• tax planning
• AI assistance

Keywords

• estate planning
• Trust & Will
• Cody Barbo
• AI assistance
• tax planning

Mentioned in this episode

Organizations: Trust & Will

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