In 2024, Wescott Financial Advisory Group launched a client-centric estate planning program that is redefining how advisors deliver complex financial advice. By blending its advisor-led relationship model with the in-house, specialist-driven approach of recently acquired Asset Planning Services (APS), Wescott created a hybrid framework that empowers advisors to lead while collaborating with in-house estate planning experts. This innovation leverages leading tools like eMoney, Vanilla and Estate View, along with a three-year review cycle, to offer clients strategic, real-time modeling of trust and tax scenarios. The result is deeper engagement — particularly with multigenerational families — and more effective wealth transfer strategies.