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Candid Conversations: Estate Planning

Your guide to impactful estate planning discussions

When it comes to estate planning, financial planners with insight into the big picture can play a crucial role. That’s why we’ve developed Candid Conversations: Estate Planning. This guide demonstrates techniques from counselors and therapists that can have game-changing impact for clients.

Our research shows only 38 percent of planners are extremely comfortable discussing legacy planning, and even fewer feel prepared to talk about a life-threatening illness.1

Estate Planning

Download our FREE eBook to explore new ways to approach such sensitive topics. Along the way, you’ll learn how to boost your clients’ financial well-being while supporting future growth.

1eMoney Leading with Planning Research, May 2022, Advisors n=360.

About eMoney Advisor, LLC

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 106,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.8 million households throughout the U.S. For more information, please visit:

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