How Estate Planning Strengthens Financial Planning Relationships

According to a recent survey of 10,000 U.S. adults, 70 percent expect estate planning to be a part of their financial plans.¹ Yet, talking about death can feel taboo, making these conversations difficult to initiate. From prompting clients to share information to using eMoney to walk them through their estate plan, this guide will help you provide the personalized results your clients want.

In this practice guide, you’ll find:

Tips for starting an estate planning conversation
Collaborative steps you can take to engage clients in the process
An eMoney workflow that visualizes their estate plan in meaningful ways

By using eMoney to demonstrate the value of your estate plan recommendations, you’ll not only help clients manage their wealth but also ensure their dignity, safeguard loved ones, and leave a meaningful legacy that aligns with their deepest values.

¹ “Trust & Will 2025 Annual Financial Advisor Report.” Will & Trust, April 3, 2025.

About eMoney

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 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.