Estate planning doesn’t have to feel like a chore

 

You know the conversation.

 

A client nods in agreement when you bring up estate planning. They definitely want to protect their family, avoid probate, and make sure everything’s in order. They just need to “think about it a little more”.

You bring it up six months later… and get the same response.

 

It’s not that they don’t care; it’s that there’s no urgency. Unlike taxes, estate planning doesn’t come with a clear deadline. And without a trigger or major life event, it’s easy for the process to stall. But waiting too long can lead to unintended probate, family disputes, or serious financial headaches. And for advisors, it’s a missed opportunity to create deeper relationships and deliver meaningful value.

 

So, how do you help clients move from intention to action?

 

It starts with shifting the conversation from documents and paperwork to real-life moments that matter, making estate planning feel less overwhelming and more personal.

 

Which is why we are such big fans of Wealth.com (who are partnering with us on The Summit for the third straight year) and the resources they provide to help financial advisors stand out. They give professionals the tools, messaging, and support to make estate planning approachable and actionable. Now, we’re teaming up to bring you a free live webinar packed with strategies you can use right away.

 

July 17th | Taxes in Retirement: Planning Strategies That Protect Legacies. I’ll be joining Dave Haughton, Senior Corporate Counsel at Wealth.com, for a live conversation you won’t want to miss. Join us for a tactical conversation on how to:

  • Proactively manage taxes in retirement.
  • Avoid key missteps that create tax friction.
  • Build trust through transparent tax conversations.
  • Connect estate planning with tax-driven decisions.
  • Use Wealth.com and Retirement Tax Services together for better outcomes.

 

Reserve your spot now and walk away with tools you can immediately use to serve your clients better.

 

Let’s make estate planning something clients don’t just agree with, they act on.

 

Happy Tax Planning,

 

Steven Jarvis, CPA