Trusts & Estates
Trusts & Estates
How to Talk to Clients about Proactive Planning
This is a step-by-step guide on how to talk to existing or new clients about the need to plan now to protect assets in the event the client or the client’s loved one has a health care crisis.
This download is one sample of the benefits we offer our members. Members even have a script to accompany this guide!
Topics
Complete The Form To Get Your Free Download
Related Resources
WealthCounsel Document Templates - Trusts & Estates Professional Membership
This document showcases what is included with a WealthCounsel Trusts & Estates Professional membership to help you decide whether this membership option is best suited for your firm.
Learn More
WealthCounsel Document Templates - Elite Membership
This document showcases what is included with a WealthCounsel Elite membership to help you decide whether this membership option is best suited for your firm.
Learn More
WealthCounsel Document Templates - Essential Membership
This document showcases what is included with a WealthCounsel Essential membership to help you decide whether this membership option is best suited for your firm.
Learn More