6 Steps to Get Started with Estate Planning

More and more clients are seeking holistic financial planning from their advisors, rather than just investment advice. According to Vanilla’s 2025 State of Estate Planning survey, 8 in 10 people expect estate planning to be incorporated into their financial advisor’s offerings in some way. The data plainly shows that advisors who want to remain competitive need to offer estate planning—but getting started can seem daunting. 

In this webinar, Vanilla’s experts will dive into practical, bite-sized ways advisors can begin to fold estate planning into their firm’s services. They’ll discuss topics and considerations like:

• How to determine the scope of estate planning services your firm should offer
• Considerations for fee structures
• Resources for advisor and client education
• Acquiring the right software to support your planning services