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title: An Estate Planning Blueprint for Financial Advisors
---

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#### **An Estate Planning Blueprint for Financial Advisors**Use our guide to help you coordinate estate plans and explore the sensitive issues your clients face as they make critical decisions regarding their wealth.

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Estate planning requires the coordination of tax and legal matters that often dovetail with your clients’ financial plans. Using a detailed checklist, educational glossary, and focused client discussions, our blueprint helps you **uncover where your clients’ financial goals intersect with other concerns that affect the future of their estates**. You’ll discover:

- Where there may be gaps in your clients’ planning
- How your expertise can ensure that your clients’ wishes are well served
- When and why you should coordinate plans with other estate advisors

With our guide, you can begin positioning yourself as a vital partner in the development of your clients’ estate plans—and increase your role in their financial lives and the lives of their beneficiaries.

### Send me my free copy of *An Estate Planning Blueprint for Financial Advisors.*

*This material is for educational purposes only and is not intended to provide specific advice*.  
Commonwealth Financial Network®, Member [FINRA](http://www.finra.org/)/[SIPC](http://www.sipc.org/). Please review our [Terms of Use](http://www.commonwealth.com/termsofuse.html).

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