Whitepaper: The Financial Planner’s Guide to Fiduciary Estate Planning for Childfree Clients
The Childfree population is growing fast. Your Childfree clients have unique estate planning needs that current models often miss — and this creates a “Fiduciary Void” that financial planners have a unique opportunity to fill.Â
This whitepaper reveals significant challenges to consider for advisors with Childfree clients:
- “Die With Zero” Mandate:Â Clients want to spend wealth, not pass it on.
- Long-Term Care Imperative:Â Who will care for them in old age?
- The Agent Dilemma:Â No adult children for POAs or executors.
- The Paperwork Trap:Â Simple wills aren’t enough.
- End-of-the-Line Burden:Â Childfree clients often become parent caregivers.
Access the whitepaper today to discover how to tap into this underserved market, mitigate your risk, and fulfill your fiduciary duty to your Childfree clients.
Get the Whitepaper
Who is Childfree Trust®?
Childfree Trust® is the first service built to provide medical and financial power of attorney, executor, and trustee representation for Childfree people in all 50 states.
If you don’t know who to name as next of kin in your estate documents — or aren’t sure your first picks will be up for it — put us down. We’ll step in to ensure your wishes are followed to the letter.
