eMoney Tip of the Week: Comparing Estate Distributions

As an advisor, you know that what your clients fear the most is the unknown.  So when it comes to preparing their estate to pass on to their heirs it’s more important than ever to be able to clearly demonstrate how the estate distribution will work.  To give them piece of mind that even when they’re no longer around the people and things they love will be taken care of.

One of the best ways to demonstrate how your estate recommendations are benefiting your clients by using the Distribution Center to demonstrate how their estate distributions change between their current base case and your recommended financial plan.

The Distribution Center’s ability to compare distributions makes it an excellent tool to demonstrate how estate recommendations can paint the narrative in a visual presentation.


Click the Estate Flow Charts drop down menu and select Compare Distributions

Comparing distributions allows you to quickly and visually show the difference in taxes, expenses, and how much your client’s heirs will receive without pages and pages of detailed calculations.


Toggle on your Advanced Techniques to demonstrate the benefits of your plan.

The Advanced Techniques immediately impact the charts and show the increase in value your recommendations bring.  Showing your high net worth clients how you can help their wealth last generations.