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How to Talk to Clients About Estate Planning with Confidence and Care
Client Education

How to Talk to Clients About Estate Planning with Confidence and Care

This article offers guidance on how financial advisors can start the conversation about estate planning with clients.

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Estately by FreeWill is a brand name of FreeWill Co. Copyright © 2025 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill’s services is subject to the Terms of Service & Privacy Notice