{"id":8065,"date":"2026-01-12T18:40:42","date_gmt":"2026-01-12T18:40:42","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=8065"},"modified":"2026-01-12T19:04:00","modified_gmt":"2026-01-12T19:04:00","slug":"client-email-2-estate-planning-ready-to-take-the-next-step-in-your-financial-plan","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-2-estate-planning-ready-to-take-the-next-step-in-your-financial-plan\/","title":{"rendered":"Client Email #2 (Estate Planning): Ready to Take the Next Step in Your Financial Plan?"},"content":{"rendered":"

This email helps advisors guide clients toward meaningful action by prompting them to think about their values, wishes, and personal priorities. It supports the practice guide\u2019s recommendations for using thoughtful discovery questions to drive personalized estate planning conversations and foster collaboration.<\/p>\n","protected":false},"excerpt":{"rendered":"

This email helps advisors guide clients toward meaningful action by prompting them to think about their values, wishes, and personal priorities. It supports the practice guide\u2019s recommendations for using thoughtful discovery questions to drive personalized estate planning conversations and foster collaboration.<\/p>\n","protected":false},"author":16,"featured_media":8189,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[25,24],"tags":[],"class_list":["post-8065","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-best-practices","category-engagement"],"acf":[],"yoast_head":"\nClient Email #2 (Estate Planning): Ready to Take the Next Step in Your Financial Plan? - eMoney<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Email #2 (Estate Planning): Ready to Take the Next Step in Your Financial Plan? - eMoney\" \/>\n<meta property=\"og:description\" content=\"This email helps advisors guide clients toward meaningful action by prompting them to think about their values, wishes, and personal priorities. 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