The 3-2-3 Model

Framework for Better Estate Planning Conversations

What is the 3-2-3 model?

Estate planning conversations can quickly become complex. The 3-2-3 Model brings structure to those conversations, helping lawyers and financial advisors ask better planning questions, uncover opportunities, and communicate estate plans with greater clarity and confidence.

In this guide, you will learn:

• Use the three planning scenarios to build more complete estate plans by considering every meaningful outcome – not just the one the client expects.
• Determine when a gift should be made outright or through a trust, and the planning questions each approach raises.
• Use the Funnel, Filters, and Bucket to explain how assets move through an estate and help clients visualize the impact of their decisions.
• Bring greater structure and consistency to every estate planning conversation using the 3-2-3 Model.