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How to Conduct an Estate-Planning Review

Horsesmouth Essential: A quick review of estate-planning documents can help you in three important ways. One, you'll identify the correct account registrations and flag any beneficiary issues. Two, you'll uncover all of a new client's assets. Three, you'll cultivate relationships with a great referral source: estate-planning attorneys.

How to Work With Estate-Planning Attorneys

Horsesmouth Essential: Many clients pay for elegantly drafted estate documents only to find that their assets won't necessarily flow as expected. Don't wait until a death occurs in the family to uncover these problems. A review of your clients' estate plans will further solidify your role as their trusted advisor and may also open up referral opportunities with local attorneys.

9 Ways to Connect With Estate Attorneys

Building strong ties with estate-planning lawyers can yield an abundance of high-net-worth referrals. Here's how FAs initiate these key strategic relationships.