Specialized Programs
Estate Planning Guidance Program
This video explains Syncopate’s Estate Planning Guidance Program designed to increase financial advisors’ comfort with the subject, thus leading to increased networking opportunities with estate planning attorneys.
Scaling Estate Planning Guidance
Syncopate recommends that financial advisors use a systems approach in order to provide estate planning guidance for clients. We believe that checklists, flowcharts, and decision trees should be integral parts of an estate planning guidance program. Below are several of these from fpPathfinder, a subscription services that does a terrific job in helping advisors work through planning issues in a methodical way. These materials can also be distributed to clients and attorneys demonstrating that the advisors have a structure to analyze planning issues and opportunities.
Another service from fpAlpha uses artificial intelligence to analyze estate planning documents at scale (see example).
