Estate Planning Through Life’s Milestones (CFP® CE)

Major life events often create urgent estate planning needs—yet many clients delay taking action. This session helps advisors identify planning gaps during key transitions like marriage, parenthood, and inheritance, and provides practical strategies to overcome procrastination while guiding clear, confident conversations around guardianship, decision-makers, healthcare wishes, and emotional readiness.

This webinar will cover:

1. Identifying the life events that trigger critical (and often missed) estate planning needs
2. Equipping clients with practical tools for navigating life and health transitions
3. Leading emotionally complex conversations with clarity and confidence
4. Leveraging Trust & Will’s tools to deliver timely, milestone-driven estate planning guidance

*This webinar was eligible for 0.5 CFP® CE credits. A live participant was required to attend the entire virtual event to receive credit.