Elevate your Value with Offering Wills & Trusts

Two out of three Americans don't have an estate plan. For financial professionals, that's one of the biggest service gaps and growth opportunities out there. In this Valor Financial Specialists agent training, Barry Kozak and Maya Dominguez of TrusteeFriend explain how estate planning fits with the financial advice you already give. They also show how to refer clients so they get proper legal guidance and stay out of probate. Agents Sign up here to help your clients. It's free and extremely helpful: https://app.trusteefriend.com/r/X8086L What we cover: Why probate can eat into a family's inheritance, and how a clear "rulebook" prevents fights among beneficiaries Wills vs. trusts: how a basic living trust works and why clients stay in control during their lifetime The documents every family needs, including powers of attorney and healthcare directives (especially for adult children) Succession planning for small business owners Trusty Friend's process: free initial consultation, fast document drafting, and a team of paralegals and attorneys Pricing tiers, starting at $850 for a basic estate plan State differences (HA, NY, LA, FL) and how to handle international assets A walkthrough of the affiliate dashboard for submitting and tracking referrals Agent compensation of $200–$500 per referral, depending on the plan Best practices for talking with clients before you refer them Upcoming event: Join us in Las Vegas on November 14–15 for our seminar on business protection strategies, including buy-sell agreements, key person coverage, and executive bonus plans. Food and entertainment are on us; attendees book their own hotel. More details are coming soon. Work with Valor Financial Specialists 📅 Book a call: appointments.valorfs.com ✉️ phil@valorfs.com 📞 860-402-8262 #EstatePlanning #Probate #LivingTrust #FinancialAdvisor #InsuranceAgent #SuccessionPlanning #ValorFinancialSpecialists This video is for educational purposes only and is not legal, tax, or investment advice. Consult a qualified attorney about your specific situation.