Most advisors think of estate planning as just another item on the financial planning checklist. In reality, it’s one of the most powerful growth drivers you can add to your practice.

According to Trust & Will’s 2025 Digital Estate Planning Study, advisors who proactively implement estate planning are seeing 42% growth in AUM and 41% more client referrals.

Here’s why:

• Clients talk about it. When someone finally gets their will or trust in place, it sparks conversations and referrals in a way few other financial services do.
• It uncovers new assets. Estate planning naturally leads to deeper conversations and greater wallet share.
• Investors want it. According to Orion’s 2025 investor survey, estate planning is the #1 desired service — yet only 49% of advisors currently offer it.
• Snappy Kraken data proves it. In our analysis of 600,000+ digital campaigns, estate planning ranked as the #2 highest-performing campaign topic (just behind taxes).

👉 Key takeaway: Estate planning is a hot topic investors want, and the data shows it drives growth.

Walk away with a clear playbook to turn estate planning into a client loyalty driver, a referral generator, and a competitive advantage.

🗓️ Reserve your spot today!