EstateBox is a proud Associate Sponsor of the
BC Estates Forum

"Life and legacy planning platform supports the virtual event bringing together estate planning professionals"

Kelowna, BC. June 2021.

Life and legacy planning platform EstateBox is pleased to announce that it is an Associate Sponsor for the upcoming BC Estates Forum 2021, a day-two virtual event held on June 9th and 10th. The event brings together estate professionals to discuss the future of estate planning, with a special focus this year on estate planning in the digital age and its potential to facilitate a holistic, streamlined experience for clients. 

 

“We are excited to participate in an event that aims to modernize the estate planning industry,” said Anjali Inman, EstateBox founder and CEO. “EstateBox is committed to helping financial advisors and their clients succeed in estate planning by providing them with a safe and secure online platform. The BC Estates Forum provides a unique opportunity for estate planning professionals to meet, learn about emerging technology, and explore industry trends. We are thrilled to help facilitate those conversations through this sponsorship.”

 

As an Associate Sponsor, EstateBox helps support the annual event that delves into the key contexts, drivers, challenges and opportunities for professional advisors in the province’s estate planning ecosystem, while also highlighting the increasing importance of innovation in the estates sector. 

 

“We are excited about how many new companies we see cropping up in the industry, including EstateBox,” said Andrew Bowyer, event organizer and founder and CEO of ADB Insights Inc. “The business model is evolving, and vendors that invest in collaboration and partnerships as key components of their offerings are critical for the success of advisors and their clients.”

 

In addition to uncovering emerging technology and exploring partnership opportunities, attendees will also learn about the evolving role of trusts in estate planning, protecting vulnerable individuals and their estates, managing multi-jurisdictional estates in British Columbia, and more. 

 

For more information about the BC Estates Forum, please visit their site: https://www.estatesforum.ca/bc21

 

About EstateBox

 

Founded in April 2020, EstateBox is a Canadian company transforming the way estate planning is handled. EstateBox is an online solution to a manual, inefficient way of managing all your documents and life details. Even the term “estate planning” is outdated. Our life and legacy planning platform is not just about being ready for the future but also about living in the moment. We’re on a mission to remove the barriers and shift perceptions around life and legacy planning by making it simple, inclusive, and accessible to all.
 

Contact Info

 

For media inquiries, please contact Christina O’Reilly at coreilly@estatebox.ca