[PODCAST] AI’s Impact on Estate Planning from Ameritas

In the latest episode of Future Focus, host Troy Branch sits down with Jon Forster, an attorney at BakerHostetler, to discuss AI’s growing role in estate planning. They explore how AI is streamlining paperwork and improving collaboration among financial professionals, attorneys and accountants — while ensuring that human conversations remain essential to preserving a legacy. 

About Future Focus
Future Focus is a new podcast created to help you and your clients make sense of complex financial topics. 

Share with clients
If this topic reflects recent conversations, consider sharing the episode link with your clients or posting it on social media.