Insights, trends, and ideas shaping the future of estate planning for financial advisors, attorneys, and institutions.
Unauthorized practice of law (UPL) can be a risk for financial advisors, brokers, and insurance agents if they aren't aware of where they can help and shouldn't help with estate planning.
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A practical guide to spotting gaps, coordinating with attorneys, and helping clients follow through.
Learn MoreUnauthorized practice of law (UPL) can be a risk for financial advisors, brokers, and insurance agents if they aren't aware of where they can help and shouldn't help with estate planning.
Learn MoreAs of August 2026: still no reporting obligation needed for FinCEN’s residential real estate reporting rule.
Learn MoreThe data on why clients actually leave a financial advisor, and the real difference between a traditional referral and a coordinated one.
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The need for estate planning is at an all-time high amid the Great Wealth Transfer, but clients want their financial advisor and attorney to work together to complete their plan.
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Estate plans tend to look settled right up until they have to be carried out.
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The assets most plans miss are the ones that live on paper.
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A financial power of attorney helps keep a client’s finances moving if something were to ever happen.
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Spend-down strategy, trust coordination, and the compliance traps that quietly undo eligibility.
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RUFADAA gives fiduciaries legal authority over digital assets, but authority and access are not the same thing. Here's what the law actually does, where it falls short, and what advisors need to know.
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One covers your medical care while you're alive. The other covers your estate after you're gone. CLO and licensed attorney CJ Eagar breaks down the difference between a living will and a last will and testament.
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Helping advisors explain the second half of estate planning, the part that actually makes the plan work.
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Even a simple estate can take 18 months to go through probate in California. Understanding why is the first step to helping California residents plan around it.
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Estate Guru is launching a community for financial advisors building estate planning into their practice. Find out what it is, who it’s for, and how to apply.
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Helping advisors explain a powerful but often misunderstood document
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Why the estate planning document stack is so long and how to explain it to your clients
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Key estate planning terms you should know.
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What the “GRAT hurdle rate” actually means
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A practical guide to how estate planning protects assets, reduces risks, and strengthens advisor-client relationships.
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Setting up a trust has more benefits than just avoiding court.
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Explore the latest platform updates — with new tools for client engagement, distribution control, plan sharing, and built-in support for planners and clients.
Learn MoreFinancial advisors can time estate planning conversations to the ages clients are most likely to marry, buy a home, have children, or retirement–based on research on common life events.
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Life insurance and annuities don’t fund into a trust; they coordinate with one.
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Community property means both spouses own what's earned during marriage, equally, regardless of whose name is on it. Here's how that assumption plays out in estate planning.
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Retirement accounts, like IRAs, 401(k)s, 403(b)s, and most employer pensions, generally shouldn't be transferred into a revocable living trust.
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Ownership follows registration, not intent.
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Financial advisors are asking AI questions about their practice, clients, and their role. Estate Guru researched the answers and compiled them into a report for financial advisors, explaining what AI does, where it falls short, and what it means for the future of financial advice, called Making Sense of AI 2026 Q2 report.
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When spouses, children, beneficiary designations, and inheritance goals collide, annuity planning becomes far more complicated than most families expect.
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In community property states, what's yours before marriage may not stay yours after. Our CLO and licensed attorney breaks down the difference between separate and community property and how to protect what's yours before and after you say yes.
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Not all powers of attorney work the same way. Our CLO and licensed attorney explain the difference between springing and immediate POAs and what it means for your clients.
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Not all powers of attorney work the same way. Our CLO and licensed attorney explain the difference between springing and immediate POAs and what it means for your clients.
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Helping advisors explain the second half of estate planning, the part that actually makes the plan work.
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Trustor, trustee, successor trustee, beneficiary. Here's what each role actually means and why getting them right matters.
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Helping advisors explain when a will is enough and when only a trust can do the job.
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Helping advisors explain the safety net that cleans up funding misses
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Your first estate planning meeting isn't just about signing a will. Here's a practical guide to what it actually covers and how to walk in ready.
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Our Chief Legal Officer has seen what happens when someone misunderstands a last will and testament. As a licensed attorney, he explains what it is, how it works, and what it protects. Watch his video to hear it from him.
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Without an estate plan, even simple assets can take months or years to settle in probate court. Starting the planning process now is the only way to prevent that.
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For financial advisors who want a client experience that looks and feels like their own, the process just got a lot simpler
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Learn what’s changing in our estate planning platform on February 25, 2026. New features help advisors track client estate plans faster and reduce repetitive work.
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How to retitle checking, savings, CDs, and cash assets so your revocable trust actually works when it’s needed.
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How to move U.S. real estate into a revocable living trust without causing tax rules, loan terms or probate court.
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QCDs are one of the more underused tools in charitable and retirement planning, and thanks to recent changes in the tax code, they’ve become even more valuable.
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Powers of Attorney: The simple documents that save families time, money, and heartache.
Learn MoreThis is more than a tax deadline—it’s a once-in-a-generation opportunity for advisors to guide high-net-worth families through strategic, multigenerational planning.
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What today’s advisors can do to keep assets, earn loyalty, and stay relevant for decades
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Here's where strategy beats theory.
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What actually happens when LLCs, partnerships, and closely held businesses meet trust law, entity agreements, and real-world administration.
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Most financial advisors trying to convert prospects to clients are solving the wrong problem. CFP and Couplr AI founder, Derek Notman, explains what actually drives conversion.
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An annuity may move money directly to beneficiaries, but a trust determines how the broader plan actually holds together.
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Understand how annuities transfer at death, who receives the asset, what taxes may apply, and the costly mistakes beneficiaries often discover too late.
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Our Q1 2026 Quarterly Report draws on current industry research, advisor survey data, and market analytics to show where financial advisors stand today on technology, estate planning, and what clients expect from their financial advisors
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The exemption didn't fall in 2026. It rose. Here's what that means for the planning conversations you're having now.
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As of now: no reporting obligation. That could change quickly.
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Estate planning is hard, and timing is human
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Complex estate planning made simple
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A practical guide to keeping digital assets out of probate
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Most people wait too long to start estate planning—and pay for it later. Attorney CJ Eagar makes the case for starting early: protect your family, reduce costs, and stay flexible as life evolves. Estate planning isn’t for someday—it’s for everyone.
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A will gives you instructions but not authority. Here's what actually happens in probate court and how smart planning keeps families out of it.
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Estate planning is no longer a "nice-to-have." It’s one of the most effective ways to retain assets across generations. When you make it a core part of your value, you build trust, deepen loyalty, and future-proof your book.
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