Client Planning

Client Planning

We partner with professional advisors to ensure client’s personal and financial goals are met.

When clients trust in you to create the perfect estate plan for their needs, we are here for you. We have a staff of professionals who can assist you with creating your client's will and estate plan. Let our Charitable Estate Planning representatives help you create a legacy that will provide for their loved ones, while continuing to achieve their philanthropic and financial goals.

We provide...

  • Will and estate planning
  • Specific bequest language
  • Personalized plan illustrations
  • Educational materials for your clients
  • Assistance in meetings your client's needs

The association also provides several continuing education opportunities for our professional advisor community including email newsletters, annual tax pocket guides, and many other publications and local events.

Request a Gift Law Newsletter Request Form

Wills, Trusts, and Annuities

Have Questions?

Contact your Charitable Estate Planning Representative to discuss your options.



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