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Estate Planning Advice and Support

We provide estate planning subject matter professionals to support you online, on the phone or in-person to help you capture and retain assets that require a more sophisticated approach. Our estate planning consultants will work with you, your client, or your client’s other advisors to provide the support needed to acquire new business. We have professionals in the following areas:

  • Financial Planning (CFP’s with estate planning expertise)
  • Advisory Consulting (dedicated large account experts)
  • Private Trust Company (trust and competition experts)
  • Insurance (large case underwriting experts)
  • High Net Worth (concierge and private client briefings)
  • Cash Management (movement and maintenance of large deposits at LPL Financial)

Think of our support as an extension of your wealth management team which you can use to leverage your existing relationships, or to access clients who were previously beyond your capabilities. At LPL Financial we want you, the independent advisor, to have the confidence that no matter the situation or the size of the estate, you have the tools and resources you need to meet your client’s high expectations.