Putting your client at the heart of the conversation
Estate planning is a deeply personal process that is unique to each client.
It’s your client’s last chapter, their last word, perhaps their legacy or the springboard for their family into a different lifestyle. It’s also a key component to your client’s overall financial strategy, and you can be your client’s guide through this process.
With these simple steps, you can begin the important work of helping your clients leave a legacy. The EPIC approach to estate planning will help you help them plan for what’s next.
Together, let’s make their story epic.
The EPIC approach
EPIC is your guide to estate planning topics. Estate planning is not a static last will and testament thrown in a drawer and forgotten. It is a plan that begins with carefully thought-out answers to questions that lay the groundwork to a tailored roadmap designed by the client and guided by you and their legal team.