Carson Group said Tuesday that it has launched an estate planning capability.
The $58 billion firm, based in Omaha, Nebraska, said its new coordinated model combines education, planning support and access to vetted resources.
"At a time when wealth is moving between generations more than ever before, estate planning has become a critical part of how advisors retain relationships and create continuity for families," Dani Fava, Carson Group's chief strategy officer, said in a statement. "Carson's estate planning program helps advisors deliver more sophisticated, integrated planning for clients with increasingly complex needs. We're investing here because advisors need a more consistent way to incorporate estate planning into their practice."
The offering "is intended to help advisors identify planning opportunities earlier, guide more meaningful client conversations and deliver more integrated wealth planning over time," Carson Group said.
"Advisors don't need to become estate planning specialists to deliver meaningful value in this area," David Haughton, Carson's vice president of estate planning, added in the statement. "What they need is a clear way to recognize when planning is needed, start the right conversations and connect clients to the appropriate expertise."
Estate planning "remains underutilized across the industry, often limited by a lack of time, resources or a clear path to execution," Carson said.
The new tool, Carson said, provides:
- A structured framework that helps advisors identify estate planning opportunities and incorporate them into ongoing client conversations
- Education and guidance designed to build advisor confidence and consistency in addressing estate planning needs
- A coordinated support model through Carson's Advanced Planning Team, providing specialized expertise when deeper planning is required
- Access to a network of vetted estate planning resources and solution providers to help clients implement a plan, maintain it and administer it
- Integration with Carson's broader planning ecosystem, including Carson Tax Solutions and Private Client Services
Carson Group has more than 165 partner offices, serving more than 60,000 client families, including more than 50 Carson Wealth locations.
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