--- title: What Advisors Need to Know About Professional Trustees and Estate Planning Technology to Retain Generational Assets | EncorEstate Plans Blog description: In this session, we’ll outline how trusts are used as an effective estate planning tool and what client situations are best suited. We’ll cover the value of a trust based estate plans, and the fiduciary responsibility and duties of the trustee as well as the role of grantors, beneficiaries and other interested parties in estate… image: https://blog.encorestateplans.com/hubfs/Imported_Blog_Media/bottom-graphic.png --- [![EncorEstate Plans](https://blog.encorestateplans.com/hubfs/raw_assets/public/encore-blog/images/logo.svg)](https://www.encorestateplans.com) [About](https://www.encorestateplans.com/about) [Product](https://www.encorestateplans.com/#features) [Pricing](https://www.encorestateplans.com/pricing) Resources [ROI Calculator Calculate your estate planning savings](https://www.encorestateplans.com/roi-calculator) [Customer Stories See how advisors succeed with Encore](https://www.encorestateplans.com/customer-stories) [Contact Sales Get in touch with our team](https://www.encorestateplans.com/contact) [Podcast Listen to estate planning insights](https://www.youtube.com/playlist?list=PLZTIWDej8FgPK6bojU9K4TKZBhMv3R1Si) [Blog Latest articles and news](https://blog.encorestateplans.com/) [Sign In](https://app.encorestateplans.com/login) [Book a Conversation](https://encorestateplans.com/demo) Menu [About](https://www.encorestateplans.com/about) [Product](https://www.encorestateplans.com/#features) [Pricing](https://www.encorestateplans.com/pricing) Resources [ROI Calculator](https://www.encorestateplans.com/roi-calculator) [Customer Stories](https://www.encorestateplans.com/customer-stories) [Contact Sales](https://www.encorestateplans.com/contact) [Podcast](https://www.youtube.com/playlist?list=PLZTIWDej8FgPK6bojU9K4TKZBhMv3R1Si) [Blog](https://blog.encorestateplans.com/) [Book a Conversation](https://encorestateplans.com/demo) [Get Your Free Account](https://app.encorestateplans.com/signup) [Already have an account? Sign in](https://app.encorestateplans.com/login) [Webinar](https://blog.encorestateplans.com/tag/webinar) # What Advisors Need to Know About Professional Trustees and Estate Planning Technology to Retain Generational Assets Matt Morris April 16, 2024 1 min read ## Contents In this session, we’ll outline how trusts are used as an effective estate planning tool and what client situations are best suited. We’ll cover the value of a trust based estate plans, and the fiduciary responsibility and duties of the trustee as well as the role of grantors, beneficiaries and other interested parties in estate planning. Learn to ask the right questions of your clients and prospects to attract and retain additional trust revenue for your firm as well as create relationships through multiple generations and how to leverage estate planning technology to ensure client estate plans are appropriate and always up to date.     Matt Morris ### Book a Conversation See how EncorEstate can help your firm add estate planning services. [Schedule a Demo](https://encorestateplans.com/demo) ### Stay Updated Get the latest estate planning insights delivered to your inbox. 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