In this episode of Office Hours, Steve Drost and Will Kaplan dive into how Quivr users can customize their CRM to manage complex trusts. Follow along as they walk through a real case from David, a Quivr user, who needed to handle an irrevocable trust involving multiple generations.

Learn how to:

✅ Structure trusts correctly within Quivr

✅ Assign accounts to the right household

✅ Automate key workflows for trust management

✅ Use tags and reporting for trust-specific insights

If you're a financial advisor looking to streamline trust management in your CRM, this session is a must-watch!

In this episode of Office Hours, Steve Drost and Will Kaplan dive into how Quivr users can customize the CRM to match their unique practice needs. Join Steve as he walks through a recent case with Zach, a Quivr user who specializes in estate planning, and shows how easy it is to tailor the platform to track complex workflows and fields like guardianships and other estate-specific tasks. If you're a financial advisor looking to streamline your processes and make your CRM work for you, this episode is a must-watch!