NEW GUIDE: Common Estate Plan Elements [June 2025]
Estate planning can feel overwhelming for clients, but you can help simplify it. Our new guide, Common Estate Plan Elements, makes it easier to explain the key documents and decision-makers involved in a typical estate plan.
This summary guide breaks down complex topics like wills, trusts, executors, and healthcare proxies into clear, client-friendly language.
⬇️ Download now and bring clarity and value to your next estate planning conversations.