The Vanilla Estate Planning Playbook (updated for 2024)

A step-by-step checklist to guide your client conversations, updated for 2024

This playbook is inspired by the guide used by Steve Lockshin and his firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world. Download the playbook now to learn how to:

• Deliver differentiating value with estate planning,
• Engage new clients in estate planning, including specific questions to ask,
• And set clear expectations for yearly maintenance.