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Nov 18, 2022

How do we dispel the notion that estate planning is a one-time, single-document endeavor? How can we effectively serve clients who have no immediate estate planning drafting need, especially when the billable hour model may discourage the entire process?

Griffin Bridgers is an attorney, educator, and thought leader in the estate planning, tax, and wealth management spaces. Griffin is the owner of Bridgers Wealth Strategies and practices law part-time in Colorado. He joins us to detail all the ways that estate planning goes beyond the typical documents, and the myriad issues that clients need to address beyond the standard documents.

We cover many of the non-probate assets that need attention, beneficiary designations that need to be set, digital assets, trust funding, and potential liquidity issues after a loved one passes.

Estate management is a team effort. An attorney likely only sees a sliver of a client's needs and situation, so other advisors need to be involved with the various client needs covered in a complete estate plan.

Contact Griffin at, or find him online at, on LinkedIn at, or on YouTube at


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Contact John at or via social. Visit for more info about how John works with advisors like you.