How to Handle Both Simple & Complex Client Estate Plans While Avoiding Unauthorized Practice of Law скачать в хорошем качестве

How to Handle Both Simple & Complex Client Estate Plans While Avoiding Unauthorized Practice of Law

Here's the uncomfortable truth: most of your clients don't have an estate plan. And for years, the only answer advisors could give was "go talk to an attorney." But what happens when they don't? What about the millions of "mass affluent" families who need planning but never make it to a lawyer's office? In this video, EncorEstate Plans sits down with Carrie Leontitsis, JD, from Drucker Wealth—a top RIA that recently switched to Encore from another major estate planning software—to break down how they serve both non-complex and complex clients without ever stepping outside their lane. What You'll Learn: ✅ The "80% rule": why most clients are non-complex (not simple—there's a difference) ✅ How to spot the issues that signal a client needs outside legal counsel ✅ The two questions every estate plan must answer: "Where do things go?" and "Who's in charge?" ✅ Red flags that mean you should immediately refer out (like disinheriting a spouse or child) ✅ How Encore's attorney network lets you stay the quarterback even on complex cases ✅ Three ways advisors use Encore: fully in-house, hybrid with attorney review, or full referral The Real Problem We're Solving: Everyone has an estate plan, even if they've never signed a document. The question is whether it's the plan they'd actually choose. For the 80% of clients whose situations are non-complex (kids, a home, a 401k), there's now a path to get meaningful documents done without the friction that causes endless procrastination. And for the 20% who need more? Carrie explains how her role as an "issue spotter" ensures those clients get connected to the right legal resources—while the advisor relationship stays intact. 🤝 Want to serve 100% of your clients, not just the ones who make it to an attorney? Book a demo with EncorEstate Plans and see top RIAs like Drucker Wealth are choosing Encore instead to deliver the family office experience for their clients: https://www.encorestateplans.com/demo