Page 4 - Wealth Transfer Playbook

Potential questions to ask baby boomer clients in order to start the wealth transfer conversation:
 Who do you want to get your wealth when you no longer need it?
 Would you like those who will be inheriting your wealth to be educated on the process so that it goes as
smoothly as possible?
 Would those who stand to inherit your wealth be open to meeting together with me?
 What’s your goal in passing wealth to the next generation?
 What questions do you think might be helpful to ask your prospective heirs when we all meet together?
 How would you rate your heirs’ level of financial knowledge?
 How often should we all meet together in order to keep everyone informed?
 What do you think your heirs’ goals may be once your wealth is transferred to them?
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