We’re excited to announce a new suite of Estate & Legacy Planning materials designed to help financial professionals facilitate more meaningful, more effective estate planning conversations.

These resources were created to address a challenge many advisors know well: clients often procrastinate on estate planning, not because they don’t understand its importance, but because the process is emotionally complex. Concerns about fairness, family dynamics, burden, mortality, and legacy can all get in the way of follow-through.

The new materials include client-facing discovery tools, facilitator guides, meeting templates, and other resources to support a thoughtful, structured planning process.