[WORKSHOP] Integrating Estate Planning Into Your Financial Planning Process

Are you tired of clients dragging their feet getting their estate planning done or of working with estate planners who don’t work well with your process? This session will focus on transforming your client service approach into a mini family office experience for estate planning. Discover how you can guide clients through comprehensive estate planning beyond mere document reviews. Presenter Daniel Kopp will cover initiating meaningful conversations with clients about their wishes, crafting a household operating manual, adeptly handling difficult discussions, and assisting clients in developing efficient, well-organized estate plans. Daniel will share how, over the past two years, he has taken his estate planning completion percentage from 42% to over 85%, while increasing pricing and client retention. He will share his estate planning process, policies, and procedures, including preventing unauthorized practice of law. Don't miss this opportunity to elevate your estate planning services and solidify client trust and satisfaction. 

3 Learning Objectives 

• Learn how to create a mini-family office for estate planning.
• Evaluate the landscape of estate planning resources to choose the best ones for your practice.
• Assemble checklists, pricing, actual examples, templates, and meeting processes for helping clients act on their estate plans.