Connected Financial and Estate Planning: Delivering Holistic Client Outcomes

Financial advisors are increasingly recognizing that comprehensive financial planning must include estate planning to truly serve clients’ long-term goals. Traditionally, financial planning (investments, retirement, tax, etc.) and estate planning (wills, trusts, legacy) operated in silos. However, this separation is no longer viable or competitive in today’s client-centric advisory landscape.

In this whitepaper, we explore:

• Why integrating financial and estate planning is essential
• How leading platforms like eMoney Advisor and Vanilla enable a seamless, holistic planning experience when connected
• What benefits advisors and clients can expect from this integration.
• Industry statistics, real-world workflow examples, and forward-looking trends to help financial advisors navigate the future of holistic wealth planning