📋 Advisors: What’s the most common estate planning mistake you’re seeing in 2026?
💬 What estate planning gap are you seeing most with clients right now?
Estate planning isn’t just for the ultra-wealthy—it’s a critical part of every financial plan. Yet, many clients still have major gaps that can create challenges for their families down the road.
For financial professionals, identifying these gaps early can make a meaningful difference.
💡 Common gaps advisors are seeing:
• Outdated or missing wills and trusts
• No beneficiary designations (or outdated ones)
• Lack of powers of attorney or healthcare directives
• Poor coordination between estate plans and financial accounts
• No plan for digital assets or online accounts
For CFP® students and those pursuing professional designations, this is a key area where technical knowledge meets real-life impact.
💬 Join the conversation:
What’s the biggest estate planning gap you’re seeing right now—and how are you helping clients address it?
