Advisor Opportunity
How to Use These Resources
Download the resources below and encourage your clients to introduce you to the key people and stakeholders named in their estate plan. These introductions create an opportunity to educate the individuals who may one day be responsible for carrying out your client’s wishes and help ensure they understand the responsibilities they have been asked to accept.
According to recent surveys, approximately 58% of Americans do not have an estate plan. As a result, many of the individuals your clients have named may benefit from estate planning guidance of their own.
By helping educate the people your clients trust most, you create opportunities to expand your impact, deepen client relationships, strengthen wealth-transfer retention, and identify individuals who may be a good fit for your estate planning, financial planning, or wealth management services.
Disclaimer: EncorEstate Plans is not a law firm. These materials are educational in nature and do not replace legal, tax, or financial advice.
To learn more, check out: Educate Key People Named in the Estate Plan