How Trust Company of Oklahoma Tripled Its Estate Plan Reviews
Explore how Koby Cross and his team rebuilt its estate plan review process with Vanilla and why accuracy was the deciding factor when the firm evaluated its options, and how adoption grew from a quiet pilot into a firm-wide standard.
Speakers
Koby Cross, CFP® ChFC®
Vice President & Wealth Advisor, Trust Company of Oklahoma
Kennary Macwan
Senior Brand Marketing Manager, Vanilla
Register
Speakers
Koby Cross, CFP® ChFC®
Vice President & Wealth Advisor, Trust Company of Oklahoma
Kennary Macwan
Senior Brand Marketing Manager, Vanilla
Estate planning sits at the center of nearly every client relationship at Trust Company of Oklahoma. For years, preparing a single review meant reading through trust documents that could run past 100 pages and building presentation slides by hand. A basic review took at least six hours of prep.
Today, the firm’s planners prepare a review in about 30 minutes, and the number of reviews they deliver has roughly tripled.
In this session, you’ll learn:
- How to cut review prep time while holding a fiduciary standard for accuracy
- What clients see in a visual flowchart that a conversation alone can’t show them
- How dollar-amount scenarios surface planning changes clients wouldn’t know to ask for
- How one great review can open the door to the next generation of the family
Whether you’re delivering a handful of estate reviews a year or looking to make them part of every client meeting, you’ll leave with a practical view of what’s possible when your team has the capacity to keep up with demand.