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  1. Matt and Joanne Eby, JD. Bringing Estate Planning To The Working Class Carter Wilcoxson and Tim James 1:33:07

Episode 24 – As Founding Managing Partner of Nth Degree Financial Solutions, Eby, with his wife and Managing Partner Joanne Eby, offer an array of services across the broad spectrum of fiduciary and non-fiduciary products provided by financial institutions, including Trust Departments, Trust Companies, Corporate Trustees, Retirement Plan Services, Custodians, Registered Investment Advisors, and Broker-Dealer Firms. When ePIC Services Company was taking shape, founder Carter Wilcoxson recognized Eby’s depth and breadth and the valuable contributions he would bring to its board, revolutionizing the trust process for the modern age. “Carter and his team began building a virtual approach to trust, and estate planning and settlement well before the COVID-19 pandemic accelerated the industry’s need for digital solutions,” Eby says. “The world has gone online, and what might have happened by 2030 happened in 2020 instead.” Eby is in a position to help insurance and financial advisors keep pace with that accelerated timeline. For more than 20 years, he educated financial professionals on the trust industry as a subject matter expert at Cannon Financial Institute, a leading professional development firm helping financial professionals gain advanced skill sets. He even designed and built certifications for the trust industry.

WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members.

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For almost two decades, Carter has helped top advisors in the country provide safe retirement solutions and accelerate their businesses to new heights, allowing them to support a record-setting number of clients.

Working directly with households himself, who want to protect the nest eggs they’ve worked their whole lives to accumulate, this personal experience of having dinner table conversations with people has driven Carter to always be on the lookout for what clients need that the financial industry might not be offering.

In this light, he recognized a deep divide between people who had the plan to protect and enjoy their wealth in retirement and those who were not only at risk of outliving their retirement savings but also at risk of having their legacy mishandled by unprepared heirs.

This led him to seek out the best minds in the industry. Financial planners, software engineers, and strategic marketing creators to partner with for delivering what Carter calls the three E’s… Educate, Enlighten, and Empower!

Carter went on a mission to perfect a solution to solve this critical problem. Finally, Carter had a “Eureka!” moment, and he created the combination of a proven cloud-based Estate Planning software with his proprietary process and solution that he knew the world desperately needed.

Now Carter and his team devote themselves to connecting consumers with the financial professionals and education they need to make informed financial decisions about the future of their estates. This revolutionary solution, known as our eStatePlan™ Portfolio, lets people bypass the expense and intimidation of consulting a high-priced attorney using the OEPT (Outsourced Estate Planning Team) to deliver white-glove and end-to-end support to complete client’s goals and objectives around their estate and legacy planning needs.