Get Set Up Across Estate Planning and Tax Planning
Your onboarding path
Session 1: How to Roll Out Document Creation to Clients and Review Existing Estate Plans with Ester AI
This session is focused on how to seamlessly integrate estate planning into your day-to-day workflow. We’ll walk through:
- How to introduce estate planning into client conversations
- How to understand the client document creation experience
- How to use Ester to review existing plans and identify gaps or opportunities
- Best practices for those who have already implemented estate planning in their practice
The goal: You leave ready to confidently invite a client to create their estate plan or review an existing document.
Session 2: Introduction to Tax Planning Tools
- Key scenarios to model like Roth conversions
- What reporting capabilities are available to present both the baseline and proposed planning to clients
- How advisors are positioning tax planning as an ongoing value-add
The goal: help you confidently leverage the tax planning tool to guide clients through today’s evolving tax landscape.
Trusted Estate Planning Solution for the Industry’s Leading Firms
