Mastering Estate Planning: Incorporating Estate Planning into Your Firm's Processes

June 21, 2023

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Discover the benefits of incorporating estate planning into your advisory firm's processes. Learn how to initiate discussions, conduct regular plan reviews, and create a client-centric experience, empowering you to provide comprehensive estate planning services and build a strong foundation for your clients' financial future.

The Estate Planning Process: A Comprehensive Guide for Financial Advisors

Are you a financial advisor looking to enhance your firm's offerings and provide valuable estate planning services to your clients? Don't know where to begin? Watch Hubly and Trust&Will's webinar for a step by step guide on how to incorporate estate planning into your firm's processes.

Why Estate Planning Matters

Despite its importance, a significant number of individuals do not have a proper estate plan in place. This poses a great risk, as families and assets may face complications and uncertainties in the event of incapacity or death. As a financial advisor, you have the opportunity to bridge this gap by providing comprehensive estate planning services to your clients. By doing so, you not only safeguard their assets but also establish a strong foundation for their financial future.

Integrating Estate Planning into Your Firm's Processes

The webinar focuses on equipping financial advisors with the tools and processes necessary to effectively incorporate estate planning discussions into their client services. By integrating estate planning into your firm's processes, you can seamlessly address the topic with your clients and provide them with the guidance they need. Here are some key strategies highlighted in the webinar:

  1. Effective Integration of Estate Planning Discussions: Learn how to initiate and navigate conversations about estate planning with your clients. Discover practical approaches to discussing sensitive topics and overcoming potential resistance.
  2. Regular Estate Plan Reviews: Incorporate regular estate plan reviews into your annual calendar to ensure proactive engagement with your clients. By regularly reviewing and updating their plans, you can help them adapt to changing circumstances and stay on track.
  3. Creating a Client-Centric Experience: Document scalable processes that prioritize your clients' needs. By streamlining your estate planning services, you can provide a seamless, client-centric experience that ensures their satisfaction and peace of mind.

Building a Robust Estate Planning Framework

By watching this webinar and implementing the insights gained – or by simply utilizing Trust&Will's Estate Planning Workflow Templates in Hubly – you'll be taking the first step towards building a robust estate planning framework within your advisory firm. Enhance your firm's offerings and become a trusted advisor in guiding your clients through the estate planning process.

Conclusion

The estate planning process is an essential aspect of financial advisory services. By incorporating estate planning into your firm's processes, you can provide comprehensive services to your clients and establish a solid foundation for their financial future. Don't miss the opportunity to enhance your firm's offerings and provide invaluable estate planning services to your clients.

To learn how to implement Estate Planning workflows into your processes, book a call with a Hubly Workflow Expert.

To get started with Trust&Will visit; trustandwill.com/advisors/

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