Feb 16, 2023

The Vanilla Estate Planning Playbook (updated for 2024)


A step-by-step checklist to guide your client conversations, updated for 2024

This playbook is inspired by the guide used by Steve Lockshin and his firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world. Download the playbook now to learn how to:

  • Deliver differentiating value with estate planning,
  • Engage new clients in estate planning, including specific questions to ask,
  • And set clear expectations for yearly maintenance.

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