Estate Planning Documents for Financial Advisors
Our comprehensive estate planning software simplifies the creation and management of essential legal documents, ensuring your clients’ wishes are accurately recorded and legally compliant.
Book a demo
Avoid referrals and bring estate planning in-house
Quit referring business to attorneys
Avoid referring business to attorneys or other estate planning firms. Bring estate planning in-house to grow your business and expand your offerings. Turn referrals into a new line of revenue.
Offer estate planning to every client
Empower your advisory practice with professionally drafted documents that reflect the highest legal standards. Handle basic document creation in-house and involve a network of attorneys as needed for more complex estate planning needs.
Charge your clients and grow your business
Identify clients that may need new estate plans or updates to existing documents, offer estate planning as a service in-house, set your price, and charge your clients. Offer estate planning as a new service or expand your holistic offering to cover wills, trusts, and more.
Attorney drafted documents for financial advisors
Last Will and Testament
Guide your clients through a basic outline of their assets and how they should be distributed after death. Designate an executor to manage clients’ estates and can include provisions for guardianship of minor children and specific bequests.
Revocable Trust
Place your clients’ assets into a trust to protect assets, lower estate taxes, and ensure that funds are managed and distributed for the benefit of designated beneficiaries.
Advance Healthcare Directive
Specify your client’s medical care preferences if they become unable to make decisions on their own. Outline instructions for treatments and designate a healthcare proxy to ensure their wishes are followed.
Durable Financial Power of Attorney
Authorize a trusted individual to manage your client’s financial affairs if they become incapacitated. This document ensures bills are paid, investments are managed, and assets are protected without the need for court intervention.
Access a nationwide network of attorneys with Estately + Counsel
Higher net worth clients often require legal assistance when building an estate plan. Estately + Counsel empowers financial advisors to continue to manage the estate planning process when an attorney gets involved.
