The Advisor’s Guide to Estate Planning: From First Conversation to Core Service Offering

Estate planning is now an expected element of a comprehensive advisory relationship. Whether you’re just starting to implement estate planning services or scaling the offering across an enterprise, The Advisor’s Guide to Estate Planning walks you through what it takes at every stage:

• Just starting the conversation? Learn how to run your first estate planning meeting, what a complete plan includes, and the life events that should prompt a client review.
• Ready for a repeatable process? See how to segment your book by estate complexity, build a structured review framework, and turn one-off conversations into a consistent part of your service model.
• Scaling across your firm? Get a framework for evaluating estate planning technology, connecting it to your existing tech stack, and building estate planning into your firm’s infrastructure.

No matter what level of estate planning you’re offering today, you’ll find key insights and actionable next steps for making it a core part of your planning services.