Date and time:
Thursday, November 14
11 a.m PT / 2 p.m. ET

Today’s clients expect more from their advisors—their expectation to receive holistic services has risen 60% since 2018—with estate planning the most requested service. But only 22% of clients report getting estate planning help.

With the Great Wealth Transfer upon us—$84.4 trillion will pass by 2030—advisors have the opportunity to grow their AUM while also exceeding client expectations.

But what exactly is an advisor’s role in the estate planning process? In this session, Dave Haughton, wealth.com’s Senior Corporate Counsel, and Eva Deniz, Customer Success Manager, will share actionable strategies and insights into engaging clients throughout the entire estate planning process, including:

• How to identify which clients need an estate plan.
• The key information you need to support your clients as they create their estate plans, and and what happens next.
• How wealth.com guides clients to choose a Trust or Will-based plan with an overview of our intuitive document creation workflow.

Join us for this session where you’ll have the chance to ask our experts any questions. Can't make it? Sign up and we'll still send you the recording.