AdviceTech Podcast #58 – HeirWealth – Time-codes

0:00 – Intro
6:01 – An introduction to HeirWealth.
12:23 – HeirWealth’s focus on zero-knowledge architecture and user-controlled security.
17:41 – The importance of documenting wealth transfer plans.
24:58 – Future and planned features.
36:03 – How HeirWealth can help practices connect with the broader family members and add value to them.
38:51 – Peita’s final thoughts on HeirWealth.