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Estate Planning

Even among your most affluent clients it’s not unusual to find clients who assume that having estate planning documents in place covers their estate planning needs. But there’s far more to estate planning than drawing up will and trust documents with an attorney. This is where today’s independent advisor can add significant value in helping clients articulate their legacies, coordinate estate planning goals with other advisors including CPAs and attorneys, and develop a viable plan for reaching their goals.

Yet estate planning may be one of the most complex and difficult areas of planning you will ever engage in with a client or prospect. This may be an area where you would like to focus more attention in your practice. Or estate planning may already be a focus of your practice and you simply want to know that the support you require is in place when you need it. At LPL Financial we can fulfill both of those goals with dedicated estate planning tools, knowledgeable service teams and other resources designed to make it easy for you to fulfill your client’s estate planning needs.

Comprehensive Estate Planning Tools and Resources

From case consultation to analysis and design, we have assembled the most comprehensive set of tools and resources found at any independent broker/dealer. But we didn’t stop there. We staffed each key department that typically supports estate planning cases with subject matter experts. These are real people in San Diego and Boston who you can reach with a phone call. Their sole objective is to help you build your business. So if estate planning support is important to your clients and the growth of your business you will find no better partner than LPL Financial.