Trillions in Transition:

The Estate Planning Workflow You’ve Been Missing

An estimated $84 trillion is set to change hands by 2045 with $16 trillion expected in just the next decade. For advisors, this is more than a trend it’s a turning point.

Families will look to you for clarity, protection, and growth strategies.

This workflow checklist and guide will help you understand what’s really at stake and how to position your practice to serve families through one of the most significant financial shifts of our time.

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