Estate Planning Infographics

These FreshPlan Estate Planning infographics illustrate how the process of structuring your personal and financial affairs allows for your assets to be distributed according to your wishes.

“A properly positioned Estate Plan will help to reduce taxes and ensure your family is provided for. This planning is one of the most important conversations to have with clients.”

FreshPlan Estate Planning infographics include the following:

10 Reasons to Have An Estate Plan ~ Infographic
Speak to the benefits of having an estate plan in place.

Estate Planning Components ~ Infographic
Discuss the importance of a will, Powers of Attorney and a plan to distribute assets.

How Estate Planning Works ~ Infographic
Illustrate how assets are distributed by having a proper estate plan.

FreshPlan Companion Calculators

To assist with your comprehensive financial plan, FreshPlan financial planning software offers financial and insurance professionals several calculators to help with Estate Planning. These include:

  • Estate Planning Checklist
  • Probate Fees Calculator
  • Charitable Giving
  • Final Tax Bite
  • and more

Infographic Features

  • Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
  • Personalized for individual Advisors
  • Current and timely for client communications
  • One of many infographics included in FreshPlan software

Calculate. Educate. Plan.

Communicate complex concepts from all areas of financial planning with current, visual infographics.

FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.