Preparing to Transfer Estates to the Next Generation with Alyssa Rakovich

Alyssa Rakovich is the Director of Strategic Relationships for The Estate Registry, an online tool designed to notify creditors of the passing of a loved one or a client.

Doug and Alyssa sat down at the T3 Advisor Conference and discussed the process of preparing for relative wealth transfers and building relationships with those of the new generation. They also discussed:

  • How The Estate Registry helps advisors who want to pass down their business
  • The need for The Estate Registry
  • What their products NotifyNOW and InheritNOW do for advisors
  • How it prevents advisors from letting their clients pass without a will
  • What is up next for The Estate Registry

Resources: The Estate Registry