Fintech Impact

Summary: In this 87th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jordan Atin, Founder of E-State Planner. E-State Planner is an online platform that allows for the collaboration and creation of estate plans and estate planning documents for advisors and lawyers. Jordan talks about the platform's AI-based guide for advisors and how this planning software allows the advisor to focus on advising and less on technicalities. Episode Highlights: ● 00:31– Jordan Atin explains the E-State Planner platform. ● 01:24 – Jordan shares the history of how E-State Planner got started. ● 01:47 – The foundational problems in the traditional system ● 02:34 – From Whiteboard scribble to a digital program. ● 04:20 – The initial experience of using E-State Planner. ● 05:15 – The advantage of visualizing the data on the fly. ● 06:27 – Defining the 3:2:3 Model of estate planning ● 08:26 – The planning pr