yet this creates a perception that estate planning is only for the rich, despite the multitude of benefits it can provide to clients of any wealth level. wealth managers who leverage this disruptive technology will make estate planning more accessible to a wider client base, improve the ability of financial advisors to differentiate themselves and drive future growth. a client that uploads their estate planning documents would consent to sharing this data with the wealth manager to enhance the level of advice they can receive.
this would improve their initial recommendation by suggesting that the client opens a trust to more effectively increase the probability and magnitude of wealth that can be transferred in a tax-efficient manner. this will allow financial advisors to engage future generations in estate planning discussions in a way that aligns with their clients’ wishes. their technology saves financial advisors time, automates the monitoring of a client’s estate plan, and provides an accessible digital representation of the plan. this technology will make estate planning services more accessible to the mass affluent client segment, which provides a unique opportunity for wealth managers to engage previously underserved clients who are the future of their industry.
mercer advisors provides the estate planning tools you need to guide your loved ones and safeguard your legacy, allowing your wealth to have a direct and lasting impact. this leaves you with the job of coordinating a team of experts, who may have competing interests, to work on your behalf. at mercer advisors, you get in-house estate lawyers who work with our financial advisors to fulfill a singular goal: protect your loved ones and everything you have worked for. since your advisory team already understands your financial goals, the process of drafting and updating an estate plan is seamless.
next, you will have the opportunity to ask questions and approve your plan design. we know how time-consuming managing your estate can be, and we believe it is critical to view your entire financial picture to ensure you protect every aspect of your financial health—this is at the core of who we are. mercer advisors inc. is the parent company of mercer global advisors inc. and is not involved with investment services. if you have questions related to our terms and conditions please email [privacy (at) merceradvisors (dot) com].
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