#156: What is a financial coach's role in a client's estate planning?

Josh and Emily finish up the Estate Planning series by discussing the financial coach’s role in estate planning! What can we help clients with and what should we stay away from? Takeaways: If you have no official certifications related to estate planning (CFP, EA, lawyer, etc.) then your best role is as an accountability partner who says “do you have these things and when were they updated?” Refer clients to 2-3 estate planning attorneys, their CFP, or the state Bar association. When a client has a big event (buys a house, has a child, gets married etc.), that’s a good time to prompt them to think about estate planning. Presenting an attorney with a net worth statement right away can be very helpful. Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity  Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series  Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch   Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow