The Estate Planning Playbook
Download the White Paper

What actually is estate planning, anyway? Ask the average person, and you’ll likely hear, “It’s having a will so my family knows what to do with the house, investments, and a few cherished keepsakes.” But that’s just one small piece of the puzzle.

True estate planning is a forward-looking process that weaves together family, legacy, health, assets, and values.

This playbook is designed to equip financial advisors with the frameworks, tools, and language to bring estate planning confidently into client conversations. From foundational legal structures to digital assets, family dynamics, and philanthropic goals, this guide covers the full spectrum of modern estate planning.

When done right, estate planning isn’t a box to check. It’s a differentiator. Advisors who master this discipline can deepen trust, expand relationships, and deliver lasting impact across generations.

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