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Protect and Preserve Wealth for this and the next generation.
You have invested years in helping clients build and manage their wealth. A spouse or heir may one day make different decisions about who manages it.
Estate planning gives you a relevant reason to meet those family members earlier, understand their priorities, and demonstrate the value of your advice.
Bloodline connects that opportunity to a practical service: guided intake, coordinated fulfillment and management.
Research context: Cerulli’s September 2025 research emphasizes early engagement with heirs and ongoing family conversations. This supports the relationship rationale; it is not evidence of Bloodline’s results. Read the research ↗
Monetize a value-added service. Retain AUM.
Help clients follow through
Turn an estate planning conversation into a defined intake and legal delivery process.
Know more of the household
With permission, bring spouses and future decision-makers into relevant financial conversations.
Identify financial follow-up
Use permitted information to discuss beneficiaries, ownership, liquidity, and other planning needs.
Support continuity of AUM
Build familiarity and trust with the people who may direct the family’s assets next.
These are opportunities the partnership can support. Retention and growth depend on client choices, advisor follow-through, and other factors.
A clear division of responsibilities.
Identify the need, introduce the client, and coordinate the financial planning conversations.
Provide a fully digital platform for advisors and clients to create and manage estate plans at a fraction of the traditional cost
Handles all things requiring legal advisement to eliminate any/all risk to the advisor.
Client authorization governs what the advisor can see. Confidential legal communications are not automatically shared.
Identify the planning need and invite the client into the process.
The client completes guided intake; Bloodline coordinates milestones and information.
The engaged provider prepares and reviews the documents within the agreed scope.
Use authorized information to identify appropriate advisor follow-up and family conversations.
An illustrative example
Consider a fictional household: a long-standing client, their spouse, and two adult children. You manage the client’s investments, but have had few conversations with the children.
The client raises an outdated estate plan. You introduce Bloodline’s process rather than leaving the next step undefined.
The client completes intake and works with Bloodline Law. You follow the milestones the client authorizes you to see.
With the client’s permission, you offer a meeting about the family’s financial priorities and the advisor’s role.
Illustrative scenario, not a client case study. Introductions, completion, and future advisory relationships are not assured.
Embed estate planning capacity
The partnership starts with practical decisions: which households to serve, how to introduce the offering, and how to coordinate each engagement.
- Confirm the clients and legal scope.Establish the jurisdictions, estate profiles, and included services that fit the offering.
- Agree on your commercial arrangement.Review available licensing, legal engagement, and billing terms before launch.
- Prepare client communications.Scope co-branded materials, outreach copy, and any educational events you want to use.
- Measure adoption and follow-through.Agree on useful measures such as engagement progress, advisor effort, and client feedback.
Already have trusted estate counsel?
Keep strong professional relationships. Evaluate Bloodline for households that need a defined path to fulfillment, and confirm whether it fits their needs and your current service model.
FAQs
Do our advisors provide legal advice?
No. Advisors handle their financial advisory role. Bloodline Law handles legal advice, preparation, and review.
Do we need to hire attorneys?
No in-house legal department is required for the standard offering. Confirm service coverage and engagement terms for the households you intend to serve.
Which documents and services are included?
The current offering describes standard trust-based planning and ancillary documents. Exact documents, jurisdictions, signing assistance, funding support, revisions, and exceptions should be confirmed in the engagement scope.
What can the advisor see?
Visibility depends on client authorization, platform permissions, and confidentiality obligations. Privileged legal communications are not automatically accessible to the advisor.
What if we already use estate planning software?
Evaluate the fulfillment process alongside your existing tools: who manages intake, who does the legal work, how clients progress, and how much coordination your team performs. A walkthrough should establish whether the offering fills a real gap.
Does the partnership guarantee AUM retention?
No. Estate planning can create useful opportunities to engage a family. Retaining or growing assets depends on relationships, client decisions, and other factors.
Where could estate planning add the most value in your client book?
Start with the households that have a clear need. Discuss the service scope, your team’s role, and the commercial arrangement that fits your firm.
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