Instant access to 100 trust and estate planning topics, available 24/7 on your smart device.
Trust and Estate Planning Help at Your Fingertips.
With a library of 100 topics, our Hip Pocket Trust Advisor is your 24/7 resource for trust and estate planning. Each topic is covered in a 5-10 minute audio or interactive video presentation, giving you insight on the topic to help you education your clients on trust basics.
This mobile training, education and sales support app gives advisors on-demand learning on trusts and estate planning and is designed to help you effectively serve your clients anytime, anywhere.
For less than $25 a month, it’s an affordable and effective on-demand trust educational tool. Click here for more on Hip Pocket Trust Advisor.
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