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A major hurdle in estate planning is that advisors and clients often don't know where to start. Even with digital solutions available, many customers still feel overwhelmed. Here is your chance to intervene.

Our simple six-step guide breaks down the process, showing you how to help your clients finally create their estate plans, fostering a sense of progress with tangible timelines. In this guide, you will learn how to:

– Help clients set their legacy goals
– Set deadlines so that clients are accountable
– Educate them on when to update their estate plan

Download our guide to help your clients secure their inheritance.