Cody Barbo

Do you have an estate plan?

If not, can I recommend you to someone in my network?

We feel there's a massive opportunity to grow our network through the financial advisor space.

and to onboard their clients into the trustable ecosystem.

So basically building out a tool set for clients, but also to help be a part of the estate plan over time, which we're really excited to kind of announce more formally in the coming months.

That's an awesome question.

It's so interesting.

Estate plans, it's such an essential life document.

Our hope is that people don't ever turn out, that people will just pay that recurring fee.

We give them peace of mind and trust that we're always there to notify them of any law changes, to keep them on track if any life events happen in their life.

We want to make sure those are reflected.

They always have an updated estate plan.

The goal would be to keep people throughout

their entire lifetime, even through death, which is part of our longer term vision to get into the distribution side of trust in the States.

That's where a lot of money is made in this industry.

But again, it's not accessible to a lot of families.

People don't have the education on the importance of a trust.

So we want to be with them throughout their lifetime, but we'll have better numbers.

The recurring plan.

So at the checkout screen, you are opting into the recurring payment, the annual payment.