How to Demystify Estate Planning for the Average American

Our survey shows nearly half of Americans (46%) are interested in learning more about estate planning solutions. What if you could capture even a small portion of that group as clients? Here’s how you do it.

Explaining the benefits can certainly pique the interest of those without plans in place. Once the basic concepts of estate planning are clear, it helps to show that benefits are not only for the rich and famous. Proper estate planning can help people across the wealth spectrum to achieve numerous goals, including:

Estate planning solutions provide value to a majority of Americans, regardless of income, yet a large percentage of the population aren’t properly protecting themselves. You have the ability to change this trend and help clients prepare for the future. It can seem like a daunting task, but WealthCounsel offers will and estate planning software to help you leverage your expertise and build your practice.

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