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Client Handout for Financial Advisors
Estate planning is not a one-time event. It is an ongoing process that ensures clients’ wishes are honored and their loved ones are protected. However, most clients don’t realize how often their plans need to be reviewed and updated.
Created for financial advisors, the Estate Planning Self Check-Up is a client-friendly checklist that helps you
- start meaningful estate planning conversations with clients and prospects;
- identify life changes that may require plan updates—like marriages, births, or changes in financial circumstances;
- spot gaps or outdated documents that could impact your client's legacy; and
- strengthen relationships by positioning yourself as a trusted, holistic advisor.
Fill out the form to download the Estate Planning Self Check-Up and give your clients the clarity and confidence they deserve.