The advisors pulling ahead aren't just managing money — they're deepening relationships by offering estate planning to every client, not only select ones. With $124 trillion in wealth set to change hands, estate planning has become one of the clearest ways to differentiate a practice, win new clients, and retain families across generations.
Technology can help make the process easier and scalable, but the challenge is that most estate planning software is built for one end of the wealth spectrum or the other. This leads advisors to either underserve part of their book or run multiple, disconnected estate planning workflows at once.
Estate Planning for Every Client: How Top Advisors Serve the Full Wealth Spectrum shows how leading practices turn estate planning into a growth engine across the entire book:
- Mass affluent: deliver foundational documents through a guided, modern experience.
- High net worth: identify state estate tax, generation-skipping transfer (GST) tax, and other exposures that foundational plans often overlook.
- Ultra high net worth: handle complexity like LLCs, FLPs, dynasty trusts, and multi-generational planning.
All in one scalable workflow that grows with each client relationship.
See how top advisors and wealth teams use estate planning to differentiate and grow their practice. Download the guide.
