An Estate Planning Blueprint for Financial Advisors

Use our guide to help you coordinate estate plans and explore the sensitive issues your clients face as they make critical decisions regarding their wealth

Estate planning requires the coordination of tax and legal matters that often dovetail with your clients’ financial plans. Using a detailed checklist, educational glossary, and focused client discussions, our blueprint helps you uncover where your clients’ financial goals intersect with other concerns that affect the future of their estates. You’ll discover:

Where there may be gaps in your clients’ planning
How your expertise can ensure that your clients’ wishes are well served
When and why you should coordinate plans with other estate advisors

With our guide, you can begin positioning yourself as a vital partner in the development of your clients’ estate plans—and increase your role in their financial lives and the lives of their beneficiaries.

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