Insights, trends, and ideas shaping the future of estate planning for financial advisors, attorneys, and institutions.
What today’s advisors can do to keep assets, earn loyalty, and stay relevant for decades
Learn more
Our CLO and estate planning attorney, licensed in Arizona and Utah, joins us to answer the questions that financial advisors and their clients ask most about taxes and estate planning.
Learn MoreGeorge Chambers, a Florida financial advisor, joins our team for a live webinar to discuss estate planning experiences and strategies that have deepened client relationships and grown AUM year after year
Learn MoreCJ, Chief Legal Officer and licensed attorney, answers the estate planning questions financial advisors ask most, including navigating UPL, cross-state planning, and trust timelines.
Learn More
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.
Learn More
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.
Learn MoreYour 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.
Learn More
Key Estate Planning Terms You Should Know
Learn MoreFor financial advisors who want a client experience that looks and feels like their own, the process just got a lot simpler
Learn MoreLearn 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.
Learn MoreHow to move U.S. real estate into a revocable living trust without causing tax rules, loan terms or probate court.
Learn MoreEstate planning is hard, and timing is human
Learn MoreHow to retitle checking, savings, CDs, and cash assets so your revocable trust actually works when it’s needed.
Learn MoreA practical guide to how estate planning protects assets, reduces risks, and strengthens advisor-client relationships.
Learn MoreComplex estate planning made simple
Learn MoreA practical guide to keeping digital assets out of probate
Learn More
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.
Learn More
What the “GRAT hurdle rate” actually means
Learn More
Learn how George Chambers uses Estate Guru to deliver estate plans that build trust, drive revenue, and keep clients coming back.
Learn MoreEstate 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.
Learn MoreQCDs 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.
Learn More.svg)
