How Estate Planning Strengthens Financial Planning Relationships

Clients expect estate planning, and 40% would switch advisors to get it. This guide provides actionable strategies and conversation starters to confidently integrate estate planning into your practice and deepen client relationships.

According to a recent survey of 10,000 U.S. adults, 70 percent expect estate planning to be a part of their financial plans.1 Yet, talking about death can feel taboo, making these conversations difficult to initiate. From prompting clients to share information to using eMoney to walk them through their estate plan, this guide will help you provide the personalized results your clients want.

In this practice guide, you’ll find:

• Tips for starting an estate planning conversation
• Collaborative steps you can take to engage clients in the process
• An eMoney workflow that visualizes their estate plan in meaningful ways

1 “Trust & Will 2025 Annual Financial Advisor Report.” Will & Trust, April 3, 2025.