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The Gift of Planning and Trusted Advisors

As an Advisor, you know how critical it is that your clients have in place their Wills, Trusts, Powers of Attorney, and Advance Health Care Directives.
You can help your clients with the cost-effective and time-saving online interview in the privacy of your office, their home, or on the phone.
By working together, we can overcome whatever is keeping your clients from completing their planning.

TIPS FOR HELPING YOUR CLIENTS COMPLETE THEIR WILLS AND TRUSTS

Most people truly intend to do the planning they need to do. But only 18% of people who know they need a Trust actually complete it. And less than 45% of those who need a Will actually complete it. So why do so few get it done?                                                                                                                       
People use all kinds of reasons to avoid completing their Wills and Trusts. But we've found that many people who might otherwise procrastinate, DO complete their documents when they are helped by someone like you - a trusted advisor.
People just seem to feel better when their advisor takes a direct and active role in the initial process. And when they complete their documents, they'll feel great - and so will you.
If you have time to walk your client through the four-page online process, it will take only about 30 minutes to complete. It's not necessary for you to know anything about Wills or Trusts. If your clients don't have all the answers, just go on to the next question. Once we begin working with your client, we'll spend as much time as they need to complete the process.
If you or your client don't have 30 minutes, you can gather some basic information in a minute or two. Go to the "Your Plan (Start or Continue)" button at the upper right hand corner of this page.  All we need is your client's name and email and we'll take it from there. With our ongoing support, nearly 90% of the people you refer will actually finish their planning.
We know that once we start an email or in-person conversation with someone who knows that you trust us and that you trust the process - people can actually begin to "see," to actually visualize how they want their family and loved ones taken care of after they've died.
And once that visualization starts, most people get obsessive about getting their Wills, Trusts, and other documents finished.
You'll be impressed with the peace of mind your clients experience as we help them through the process - especially when they see their completed documents.
They will be forever grateful to you.
"It is better to look ahead and prepare, than to look back and regret."
--Jackie Joyner-Kersee

HOW THE GIFT OF PLANNING CAN HELP YOU

  • Deepen your clients' relationships and increase loyalty: Helping your clients complete The Gift of Planning documents shows that you care deeply about them.
  • Add value: Clients feel valued when their Advisor sees them holistically. Recommending The Gift of Planning shows your clients that you have their best interests at heart.
  • Increase trust: The Gift of Planning insures that plans for the protection of the family’s assets and values are implemented with integrity.
"If we wait until we're ready, we'll be waiting for the rest of our lives."
--Author Unknown