{"id":8073,"date":"2026-01-12T18:30:27","date_gmt":"2026-01-12T18:30:27","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=8073"},"modified":"2026-01-12T20:33:51","modified_gmt":"2026-01-12T20:33:51","slug":"client-email-3-estate-planning-resources-to-help-you-plan-ahead","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/","title":{"rendered":"Client Email #3 (Estate Planning): Resources to Help You Plan Ahead"},"content":{"rendered":"

This email enables advisors to showcase the tools available through the client portal that make estate planning easier to understand and more transparent. It reinforces the practice guide\u2019s focus on using visualizations, comparisons, and digital resources to help clients see the impact of their planning decisions.<\/p>\n","protected":false},"excerpt":{"rendered":"

This email enables advisors to showcase the tools available through the client portal that make estate planning easier to understand and more transparent. It reinforces the practice guide\u2019s focus on using visualizations, comparisons, and digital resources to help clients see the impact of their planning decisions.<\/p>\n","protected":false},"author":16,"featured_media":8313,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[25,24],"tags":[],"class_list":["post-8073","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-best-practices","category-engagement"],"acf":[],"yoast_head":"\nClient Email #3 (Estate Planning): Resources to Help You Plan Ahead - 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 #3 (Estate Planning): Resources to Help You Plan Ahead - eMoney\" \/>\n<meta property=\"og:description\" content=\"This email enables advisors to showcase the tools available through the client portal that make estate planning easier to understand and more transparent. It reinforces the practice guide\u2019s focus on using visualizations, comparisons, and digital resources to help clients see the impact of their planning decisions.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney\" \/>\n<meta property=\"article:published_time\" content=\"2026-01-12T18:30:27+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-12T20:33:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/Client-Email_Resources-to-Help-You-Plan-Ahead-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1921\" \/>\n\t<meta property=\"og:image:height\" content=\"1313\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sabrina Eisen\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sabrina Eisen\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\\\/\"},\"author\":{\"name\":\"Sabrina Eisen\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\"},\"headline\":\"Client Email #3 (Estate Planning): Resources to Help You Plan Ahead\",\"datePublished\":\"2026-01-12T18:30:27+00:00\",\"dateModified\":\"2026-01-12T20:33:51+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\\\/\"},\"wordCount\":57,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/Client-Email_Resources-to-Help-You-Plan-Ahead-1.png\",\"articleSection\":[\"Best Practices\",\"Engagement\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\\\/\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\\\/\",\"name\":\"Client Email #3 (Estate Planning): Resources to Help You Plan Ahead - eMoney\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/Client-Email_Resources-to-Help-You-Plan-Ahead-1.png\",\"datePublished\":\"2026-01-12T18:30:27+00:00\",\"dateModified\":\"2026-01-12T20:33:51+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\\\/#primaryimage\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/Client-Email_Resources-to-Help-You-Plan-Ahead-1.png\",\"contentUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/Client-Email_Resources-to-Help-You-Plan-Ahead-1.png\",\"width\":1921,\"height\":1313},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#website\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/\",\"name\":\"eMoney\",\"description\":\"Client Communications Resource Center\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/14a9bd66f0aed483ae9e131a5e23a888\",\"name\":\"Sabrina Eisen\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g\",\"caption\":\"Sabrina Eisen\"},\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/author\\\/seisen\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Client Email #3 (Estate Planning): Resources to Help You Plan Ahead - eMoney","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_US","og_type":"article","og_title":"Client Email #3 (Estate Planning): Resources to Help You Plan Ahead - eMoney","og_description":"This email enables advisors to showcase the tools available through the client portal that make estate planning easier to understand and more transparent. It reinforces the practice guide\u2019s focus on using visualizations, comparisons, and digital resources to help clients see the impact of their planning decisions.","og_url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/","og_site_name":"eMoney","article_published_time":"2026-01-12T18:30:27+00:00","article_modified_time":"2026-01-12T20:33:51+00:00","og_image":[{"width":1921,"height":1313,"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/Client-Email_Resources-to-Help-You-Plan-Ahead-1.png","type":"image\/png"}],"author":"Sabrina Eisen","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Sabrina Eisen"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/#article","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/"},"author":{"name":"Sabrina Eisen","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888"},"headline":"Client Email #3 (Estate Planning): Resources to Help You Plan Ahead","datePublished":"2026-01-12T18:30:27+00:00","dateModified":"2026-01-12T20:33:51+00:00","mainEntityOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/"},"wordCount":57,"commentCount":0,"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/Client-Email_Resources-to-Help-You-Plan-Ahead-1.png","articleSection":["Best Practices","Engagement"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/","name":"Client Email #3 (Estate Planning): Resources to Help You Plan Ahead - eMoney","isPartOf":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website"},"primaryImageOfPage":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/#primaryimage"},"image":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/#primaryimage"},"thumbnailUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/Client-Email_Resources-to-Help-You-Plan-Ahead-1.png","datePublished":"2026-01-12T18:30:27+00:00","dateModified":"2026-01-12T20:33:51+00:00","author":{"@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/client-email-3-estate-planning-resources-to-help-you-plan-ahead\/#primaryimage","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/Client-Email_Resources-to-Help-You-Plan-Ahead-1.png","contentUrl":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/01\/Client-Email_Resources-to-Help-You-Plan-Ahead-1.png","width":1921,"height":1313},{"@type":"WebSite","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#website","url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/","name":"eMoney","description":"Client Communications Resource Center","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/emoneyadvisor.com\/communications-resource-center\/#\/schema\/person\/14a9bd66f0aed483ae9e131a5e23a888","name":"Sabrina Eisen","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/b5ac89e5e5b06de8fd4fad532a6a8e6dc0fca7649bf2f5e5f56464263d8cc5a4?s=96&d=mm&r=g","caption":"Sabrina Eisen"},"url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/author\/seisen\/"}]}},"_links":{"self":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/8073","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/comments?post=8073"}],"version-history":[{"count":7,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/8073\/revisions"}],"predecessor-version":[{"id":8281,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/posts\/8073\/revisions\/8281"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media\/8313"}],"wp:attachment":[{"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/media?parent=8073"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/categories?post=8073"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-json\/wp\/v2\/tags?post=8073"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}