Turning Good Intentions Into Action White Paper

A Growing Opportunity for Advisors to Support Their Clients Through Professional End-of-Life Planning

Your clients understand the need to have a plan in place to manage their affairs after they’re gone. However, a majority of Americans lack an adequate plan, which has serious consequences for families — financial, organizational, and emotional.

This White Paper reveals the growing opportunity for advisors to support their clients through professional end-of-life planning.

Key Takeaways

• 66% of consumers do not have a Will
• 40% of consumers have “seriously considered” documenting account details by only 22% have done so
• 79% of consumers say they need help with getting a plan in place are typically spent by a Financial Advisor when a client passes