Resources & insights
Everything advisors need to grow on estate planning.
Guides, webinars, case studies, and rollout playbooks, built on what’s real and measurable, not generic claims.
Rolling it out
How we help you introduce estate planning and roll it out, from first invite to ongoing reviews.
The client experience
Exactly what your clients experience, an estate plan they actually see through. Easy to share.
Podcast
Conversations on legacy and growth.
Money and meaning, estate-led growth, and relationships that last across generations, with Legacy Letter’s Blake Brewer and BeyondWill’s Justin Deja.
Financial advisors and Legacy Letters
Where the advisor relationship and the family legacy meet.
A million for the world
Legacy Letter’s mission, and the plan that makes it real.
More episodes coming soon.
Latest insights
From the blog
GrowthDigital estate planning for advisors: your growth guide
A practical guide to turning digital estate planning into an advisor growth engine.
ComplianceAbout UPL? A plain-English answer for advisors
What unauthorized practice of law means for advisors, and how to stay on the right side of it.
Next-genWin the family, not just the accounts: a multi-generational retention playbook
How to keep the whole family, and the assets, through the wealth transfer.
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