Let's share the future of legacy together.

Introducing Generations 2025 — the premier estate planning summit for financial advisors, attorneys, innovators and policymakers.

Join us this October in New York City

Designed to inspire the next generation of estate planning solutions. Invite only. Limited seats. Big impact.

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Who Should Attend

Generations 2025 is for those at the forefront of change.

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Financial Advisors

Build multi-generational wealth and legacy strategies with insights from thought leaders, tech innovators, and policymakers.

Attorneys

Navigate digital transformation, AI, and evolving compliance in estate and elder planning.

Policy & Advocacy Leaders

Join the movement to modernize laws around digital signatures, fraud prevention, and elder protection.

Tech & Innovation Executives

Explore how emerging tools like AI and interoperable platforms are reshaping legacy planning.

How To Attend

Partnering with the future of legacy.

This is an application-only event. Let’s make sure it’s the right fit.

We’re curating a room of powerful decision-makers and future-shapers. If you’re passionate about what’s next in estate planning, we’d love to hear from you.

After you apply, a member of our team will follow up with next steps.

What You'll Learn

Offering a unique, one-of-a-kind perspective.

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Explore how AI is reshaping client engagement, document generation, and advisor workflows — without losing the human touch.

Learn how modern advisors are navigating shifting family dynamics, new asset classes, and evolving tax strategies to build resilient legacy plans.

Dive into the legal reforms driving adoption of digital signatures, fraud prevention standards, and elder protection laws.

Get an inside look at how connected data, smart logic, and continuous guidance are transforming static documents into living estate plans.

Apply to Attend