What is the 3-2-3 model?

Even straightforward client instructions can lead to complex planning decisions.

‍The 3-2-3 Model provides a consistent approach to working through those decisions, helping lawyers gather better information, identify planning issues and ensure each scenario has been considered before drafting begins.

In this guide, you will learn:

• Work through three scenarios to establish who should benefit under the client's primary plan and meaningful contingencies.
• Separate who should benefit from how they should receive their inheritance, including when trust planning may be appropriate.
• Use the Funnel, Filters and Bucket to explain what enters the estate, what comes out first and what ultimately reaches beneficiaries.
• Bring the elements of the plan together so clients can better understand the intended outcome before drafting is finalized.