Estate Planning Infographics

These FreshPlan infographics illustrate how Estate Planning is the process of structuring your personal and financial affairs so that upon death, your assets are 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.”

Estate Planning is the process of structuring your personal and financial affairs so that upon death, your assets are distributed according to your wishes.

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.


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.