Ask the average person, and you’ll likely hear, “It’s having a will so my family knows what to do with the house, investments, and a few cherished keepsakes.” But that’s just one small piece of the puzzle.
True estate planning is a comprehensive process addressing decisions made during life, not just after death. It integrates family, legacy, health, assets, and personal values.
This playbook gives financial advisors the frameworks and language to confidently discuss estate planning with clients. It covers everything from legal foundations to digital assets, family dynamics, and philanthropy.
Estate planning isn't just a task to complete—it's a differentiator. Advisors who master this area build deeper trust, stronger relationships, and create multi-generational impact.
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