How LPL Advisors Are Turning Estate Planning Into a Referral Engine

See why top-performing LPL advisors are using estate planning to deepen relationships, uncover hidden assets, and generate more referrals.

Here’s what to expect from the latest webinar with Snappy Kraken + Trust & Will.

The opportunity is real

Estate planning isn’t just a “nice-to-have” service — it’s one of the most powerful growth levers available to LPL advisors right now.

According to Trust & Will’s latest data:

• Advisors who offer estate planning see 42% AUM growth and 41% more referrals
• 56% report improved client retention
• 40% of clients say they’d switch to an advisor who offers estate planning

And our data at Snappy Kraken backs it up. Estate planning topics consistently rank among the highest-performing campaigns on our platform — driving more clicks, conversations, and conversions than nearly any other topic.

At the end of the day, estate planning isn’t about documents. It’s about creating conversations that drive trust, loyalty, and introductions.

LPL advisors are already seeing results

Estate Planning Case Study: Beratung Advisors (LPL Firm)

By integrating estate planning into their subscription model with Trust & Will, Beratung Advisors turned it into one of their top referral drivers.

When clients finish their plan, they talk about it, and they mention their advisor. That “talk trigger” effect has helped Beratung attract next-gen clients and strengthen multi-generational relationships:

“People don’t always talk about their financial planner, but they do talk about updating their Will. That visibility has driven referrals and helped us reach the next generation of clients.”

— Beratung Advisors

Key takeaways to listen for 

In this 40-minute session with Snappy Kraken CEO Robert Sofia and Trust & Will’s Andres Mazabel, you’ll learn:

• How estate planning naturally drives referrals and client engagement
• Why it’s one of the most in-demand (and under-offered) services in financial planning
• Real-world strategies from LPL advisors using estate planning to grow their book
• How Snappy Kraken + Trust & Will make it simple to market and deliver this service seamlessly

Watch the full replay below 👇

How to make it work for your firm

Simply adding estate planning as a service isn’t enough. You need to actively market it to your audience across multiple touchpoints.

Snappy Kraken’s ready-to-launch estate planning campaigns make it simple to promote your services across email, social media, and your website — automatically nurturing leads and clients with personalized, compliant content.

Here’s a few ready-to-launch estate planning campaigns available to Snappy Kraken clients:

✅ 21-day lead generation campaign (28 content pieces)
✅ 35-day client email series (6 educational emails)
✅ Trust vs. Wills video campaign (with Trust & Will explainer video)
✅ Estate planning newsletter series (20 content pieces)

Ready to grow your firm with estate planning?

👉 Book Your Demo with Snappy Kraken Today