Partnership Guide: Your Fiduciary Estate Solution for Childfree Clients

Roughly one in four of your clients doesn’t have traditional next of kin — and that gap is quietly stalling their estate plans.

Our partnership guide gives you a complete picture of the Fiduciary Void affecting Childfree, solo-aging, and LGBTQ+ clients, and shows you exactly how Childfree Trust fills it  —without competing with your advisory relationship.

This guide will help you:

• Understand the Fiduciary Void and why it causes planning paralysis for Childfree clients
• Review the demographics of the Childfree population — and how fast it’s growing
• See how Childfree Trust provides professional medical and financial POA, executor, and trustee representation
• Learn how our directed trust model keeps your clients’ investment authority with you
• Explore our accessible, transparent pricing structure — no AUM minimums required
• Discover our referral partnership process and how your firm can benefit

Your Childfree clients deserve the same planning confidence as everyone else. With the information in this guide, you’ll finally have the context — and the solution — to give it to them.