--- title: "Get Ready! with Tony Steuer – E3: Smarter Estate Planning with Chris Hall, Founder of EP Navigator - InsNerds.com" description: Welcome to Episode 3 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. In this episode, of GET READY!, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and trends. Chris shared how his firm blends a fintech approach with human lawyers to create a image: https://insnerds.com/hubfs/Imported_Blog_Media/Tony-Steuer-Image-100x100-Jan-03-2025-02-54-01-5911-AM.jpeg --- 1 min read # Get Ready! with Tony Steuer – E3: Smarter Estate Planning with Chris Hall, Founder of EP Navigator [ Tony Steuer ](https://insnerds.com/insights/author/tony-steuer) : Sep 14, 2019 12:00:00 AM [Podcast](https://insnerds.com/insights/tag/podcast) [Get Ready! Podcast](https://insnerds.com/insights/tag/get-ready-podcast) [Video](https://insnerds.com/insights/tag/video) ![Get Ready! with Tony Steuer – E3: Smarter Estate Planning with Chris Hall, Founder of EP Navigator](https://insnerds.com/hubfs/Imported_Blog_Media/Tony-Steuer-Image-100x100-Jan-03-2025-02-54-01-5911-AM.jpeg) Welcome to Episode 3 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. In this episode, of GET READY!, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and trends. Chris shared how his firm blends a fintech approach with human lawyers to create a streamlined approach to estate planning. The key is being able to leverage technology to expedite processes that are routine with utilizing people for the individualized aspects. The future of financial services is about creating the right balance with technology and people. **LISTEN HERE:** Audio Player [https://www.buzzsprout.com/530449/1695970-e3-chris-hall-on-the-future-of-estate-planning.mp3](https://www.buzzsprout.com/530449/1695970-e3-chris-hall-on-the-future-of-estate-planning.mp3) 00:00 00:00 00:00 Use Up/Down Arrow keys to increase or decrease volume. ** WATCH HERE: ** **Connect with Chris Hall: **LinkedIn: [https://www.linkedin.com/in/chrisepnavigator/](https://www.linkedin.com/in/chrisepnavigator/) EPNavigator home page: [http://www.epnavigator.com](http://www.epnavigator.com) **Subscribe to the GET READY! With Tony Steuer Podcast **Buzzsprout: [http://www.buzzsprout.com/530449](http://www.buzzsprout.com/530449) YouTube: [https://www.youtube.com/channel/UCLFLB1LrzEHs0q6LXehCBqA](https://www.youtube.com/channel/UCLFLB1LrzEHs0q6LXehCBqA) About The GET READY! with Tony Steuer Podcast: On the GET READY! Podcast, I’ll be catching up with inspiring professionals from a variety of backgrounds and experiences to help bring you innovative strategies to organize your financial life. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. We’ll also talk about best practices from both the consumer and industry perspectives. ![](https://insnerds.com/hs-fs/hubfs/Imported_Blog_Media/Tony-Steuer-Image-100x100-Jan-03-2025-02-54-01-5911-AM.jpeg?width=100&height=100&name=Tony-Steuer-Image-100x100-Jan-03-2025-02-54-01-5911-AM.jpeg) ![](https://insnerds.com/hs-fs/hubfs/Imported_Blog_Media/Tony-Steuer-Image-100x100-Jan-03-2025-02-54-01-5911-AM.jpeg?width=100&height=100&name=Tony-Steuer-Image-100x100-Jan-03-2025-02-54-01-5911-AM.jpeg) ### About Tony Steuer I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry. - [![](https://insnerds.com/hubfs/Imported_Blog_Media/web-Jan-03-2025-02-54-11-7750-AM.png) ![](https://insnerds.com/hubfs/Imported_Blog_Media/web-Jan-03-2025-02-54-11-7750-AM.png) ](https://tonysteuer.com/) - [![](https://insnerds.com/hubfs/Imported_Blog_Media/twitter-Jan-03-2025-02-54-01-0817-AM.png) ![](https://insnerds.com/hubfs/Imported_Blog_Media/twitter-Jan-03-2025-02-54-01-0817-AM.png) ](https://insnerds.com/insights/tonysteuer) - [![](https://insnerds.com/hubfs/Imported_Blog_Media/linkedin-Jan-03-2025-02-54-16-6957-AM.png) ![](https://insnerds.com/hubfs/Imported_Blog_Media/linkedin-Jan-03-2025-02-54-16-6957-AM.png) ](https://www.linkedin.com/in/tonysteuer/) - ![](https://insnerds.com/hubfs/Imported_Blog_Media/wordpress-Jan-03-2025-02-54-15-9343-AM.png) ![](https://insnerds.com/hubfs/Imported_Blog_Media/wordpress-Jan-03-2025-02-54-15-9343-AM.png) [![](https://insnerds.com/hs-fs/hubfs/Imported_Blog_Media/Tony-Steuer-Image-150x150-Jan-03-2025-02-54-02-3683-AM.jpeg?width=150&height=150&name=Tony-Steuer-Image-150x150-Jan-03-2025-02-54-02-3683-AM.jpeg)](https://tonysteuer.com/) ##### [ Tony Steuer](https://insnerds.com/author/tony-steuer/) [Website](https://tonysteuer.com/)  |  + posts I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry. - ** [Maximize Your Workplace Perks: A Guide to Employee Benefits Review - (Week 41 Get Ready Blueprint)](https://insnerds.com/maximize-your-workplace-perks-a-guide-to-employee-benefits-review-week-41-get-ready-blueprint/) - ** [Quarterly Reflection: Celebrating Progress in Your Financial Journey](https://insnerds.com/quarterly-reflection-celebrating-progress-in-your-financial-journey/) - ** [Beyond the 9-to-5: The Role of Passive Income in Your Portfolio](https://insnerds.com/beyond-the-9-to-5-the-role-of-passive-income-in-your-portfolio/) - ** [Don't Leave Money on the Table - Unlock Tax-Free Wealth From 401(k)s to Financial Freedom](https://insnerds.com/dont-leave-money-on-the-table-unlock-tax-free-wealth-from-401ks-to-financial-freedom/) ### Related Posts - [Get Ready! with Tony Steuer - Ep1: The Future of Written Content with Tanya Hall](https://insnerds.com/get-ready-with-tony-steuer-ep1-the-future-of-written-content-with-tanya-hall/)