This Estate Planning Components infographic illustrates the many elements that constitute a comprehensive estate plan by breaking down complex concepts into easily digestible visuals. It outlines key pieces such as wills, trusts, and powers of attorney, offering a clear representation of how these components work together to ensure that an individual’s wishes are honoured and their assets are managed according to their desires. This infographic works well with the estate planning calculators.
Estate Planning Components Infographic
Professional advice will help customize your estate plan to make sure everything is in order.
Understanding the importance of a well-structured estate plan is crucial, and the Estate Planning Components infographic underscores this by highlighting how each piece serves a specific purpose.
This holistic view emphasizes how thorough planning can prevent legal complications and financial disputes among heirs, ensuring that one’s wishes are executed smoothly.
Estate Planning Components infographic for financial professionals
For financial advisors, sharing this infographic with clients is a strategic move that can enhance their role as trusted guides in the estate planning process. The visual clarity of the infographic helps clients grasp essential concepts quickly, facilitating more informed discussions about their estate planning needs. By using this tool, advisors can initiate conversations about the importance of each component in an estate plan, helping clients make more proactive and deliberate choices. Ultimately, this approach not only aids in client education but also strengthens the advisor-client relationship by showcasing the advisor’s commitment to comprehensive financial planning.
Companion Calculator
Estate Planning calculators allow Advisors to walk their clients through various scenarios to help them plan and save for the future. Companion calculators include:
• Probate Fees Calculator
• Estate Planning Checklist
• Taxes at Death Calculator
• Charitable Donation Calculator
Infographic Features
Communicate Complex Concepts
Financial infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.
Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.
Personalized
Infographics are personalized with the advisor name, contact information and company logo. This infographic is also included in FreshPlan software.