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“6 Steps to Help Clients with Estate Planning”
6 simple steps to have more productive estate planning conversations with clients
A major hurdle in estate planning is that advisors and clients often don’t know where to start. Even with digital solutions available, many clients still feel overwhelmed. This is where you have the opportunity to step in.
Our simple six-step guide breaks down the process, showing you how to help your clients finally create their estate plans while fostering a sense of progress with tangible deadlines.
In this guide, you’ll learn how to:
- Help clients establish their legacy goals
- Set deadlines so clients are accountable
- Educate them on when to update their estate plan
Download our guide to help your clients secure their legacies.
Offered Free by: wealth.com