Wealth Transfer Essentials: What All Advisors Need to Know About Estate Planning
On-Demand Webinar
Today’s clients expect more from their advisors (their expectation to receive holistic services has risen 60% since 2018), with estate planning the most requested service. But only 22% of clients report getting estate planning help.
With the Great Wealth Transfer upon us ($124 trillion will pass by 2048), advisors have the opportunity to grow their AUM while also exceeding client expectations.
But what exactly is an advisor’s role in the estate planning process? In this session, Dave Haughton, J.D., and Eva Deniz, Wealth.com Regional Sales Manager, share actionable strategies and insights into engaging clients throughout the entire estate planning process, including:
- How to identify which clients need an estate plan.
- The key information you need to support your clients as they create their estate plans, and and what happens next.
- How Wealth.com guides clients to choose a Trust or Will-based plan with an overview of our intuitive document creation workflow.
Get the recording straight to your inbox!
You’ll hear from:
Former Senior Corporate Counsel at Wealth.com and a frequent speaker and writer on financial planning topics, featured in publications such as Michael Kitces’ Nerd’s Eye View blog, the Journal of Financial Planning, and InvestmentNews.
Wealth.com Regional Sales Manager with over 8 years of experience in client experience management, international sales, and operational strategy.
Trusted Estate Planning Solution for the Industry’s Leading Firms
