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: