Unlocking Estate Planning Clarity: Mastering Document Interpretation

Join us for an exclusive launch of Holistiplan’s estate planning tool—designed to help advisors deliver unparalleled clarity and value to clients around their estate plans. In this webinar, we’ll walk you through: -Live Demonstration of the new estate planning document reading tool in action—see how it extracts key information and surfaces insights from your client’s legal documents -Best Practices for interpreting wills, trusts, and POAs with confidence—learn what matters, what’s missing, and how to explain it clearly. -Communicating with Impact—how to present estate planning insights in a way that motivates clients to take action and organize or update their plans. -Integrating into Your Service Model—ways to build this estate planning review into your process, provide proactive value, and set yourself apart as a holistic advisor. Be among the first to access the estate planning report as we invite advisors off the waitlist to test and implement. You’ll leave equipped not just with a new tool, but with a compelling approach to elevating your client conversations and deepening your value proposition.