Holistiplan's Innovative 2025 Launch: Transforming Estate Planning

In 2025, Holistiplan will launch its new Estate Module, aiming to revolutionize estate planning for the mass affluent. Designed to bridge a significant service gap, this tool will help advisors efficiently offer estate planning, traditionally reserved for ultra-high-net-worth clients, to a broader audience.

With over $84 trillion in assets set to be transferred in the next two decades, demand for estate planning is growing. Despite 93% of clients expecting estate planning, only 22% of advisors provide these services. Holistiplan's new module addresses this disparity by equipping advisors with tools like Estate Report, Asset Diagram, and Beneficiary Report. These features will enhance plan management and provide clients with clear insights.

CEO Roger Pine emphasizes that estate planning should be a continuous process, adaptable to clients' changing lives. This module promises to make estate planning more dynamic and accessible, aligning with evolving client goals.