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Estate Planning

Passing on much more than money.

A client’s legacy isn’t just measured with numbers.

Often, their wishes, dreams and values are worth even more. You, together with the turnkey tools available here, can help clients build and maintain the right estate plan.

Are your clients “wealthy enough” for estate planning?


Whether the estate’s worth $100,000 or $100 million, your client needs proper planning to ensure that loved ones are not burdened financially upon their death. A proper estate plan can:

  • Preserve assets and distribute them in the way your client chooses.
  • Protect minor children.
  • Secure a spouse or partner from financial hardship.
  • Ensure stability for your clients and their families in times of sickness or medical incapacity.