{"id":45971,"date":"2023-05-16T10:00:00","date_gmt":"2023-05-16T17:00:00","guid":{"rendered":"https:\/\/ameriestate.com\/?p=45971"},"modified":"2023-05-07T10:26:04","modified_gmt":"2023-05-07T17:26:04","slug":"top-5-reasons-most-dont-have-an-estate-plan-and-how-you-can-help-ease-clients-concerns","status":"publish","type":"post","link":"https:\/\/ameriestate.com\/ameriestate-partner-program\/top-5-reasons-most-dont-have-an-estate-plan-and-how-you-can-help-ease-clients-concerns\/","title":{"rendered":"Top 5 Reasons Most Don\u2019t Have an Estate Plan and How You Can Help Ease Clients\u2019 Concerns"},"content":{"rendered":"
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Creating an estate plan is one of the most practical steps for your clients to secure and protect their assets and the future for themselves and their loved ones. However, we\u2019ve found that many are hesitant to proceed. We also see that the reasons for their reluctance tend to fall under five general categories. Let\u2019s review what the five categories are and the benefits of working with AmeriEstate\u2019s estate planning process.<\/p>\n\n\n\n

1. Don\u2019t Want to Think About Death<\/h2>\n\n\n\n

When we bring up the idea of building an estate plan, many of our clients shy away because they don\u2019t want to think about their own demise. Another twist on this perspective is that they think death is a long way off, so it isn\u2019t necessary to consider an estate plan until much later.<\/p>\n\n\n\n

You can display empathy while talking to your client about the importance of protecting their assets and their family\u2019s inheritance. While it can be difficult for many to consider the implications of their passing on their loved ones, it can help to frame an estate plan<\/a> as a way to reduce the stress and suffering their families would experience.<\/p>\n\n\n\n

2. Don\u2019t Know How to Start<\/h2>\n\n\n\n

Many clients have no idea about where to start with estate planning or what it involves.Many often think an estate refers to real estate property only, without realizing it relates to all assets. Additionally, most don\u2019t realize that it involves more than deciding what happens with their estate after passing.<\/p>\n\n\n\n

When you talk to your clients about creating an estate plan, it helps to review what the term means and tell them that you can walk them through the process and the requirements for each document. Let your clients know that you can help them customize their plan to meet their needs and match them up with one of the following types of trusts:<\/p>\n\n\n\n