From later to legacy.
Make estate planning part of the conversation today.
Estate planning doesn’t have to be daunting.
Clients often delay planning because it feels complex, emotional, and overwhelming. But postponing can lead to outdated documents, unintended outcomes, and family conflict.
Help your clients take action now.
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Download our Estate Planning Discovery BookletUse this practical tool to guide meaningful conversations and turn “someday” into a solid plan today.
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Talk to a member of our team.We're built for now and what's next.
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Neither SEI nor its subsidiaries provide estate planning services unless you have otherwise separately entered into a written agreement with SEI for the provision of certain financial estate planning services.
This information is for educational purposes only and should not be interpreted as legal opinion or advice.