Healthcare and Differentiation in Estate Planning: What CPAs, Attorneys, and Financial Advisors Need to Know Today

In today’s estate planning environment, delivering exceptional service means going beyond tax strategies and trust documents—it means understanding healthcare. Why? Because health impacts everything from life expectancy and legal capacity to how families make decisions under stress. As a trusted advisor to high-net-worth clients, you know they expect services beyond traditional estate planning and financial management—solutions catering to their unique lifestyles and needs. Brian Dooreck, MD, Founder of Executive Health Navigation—an exclusive private healthcare navigation and patient advocacy service— will discuss how incorporating healthcare navigation into your professional practice can add value to clients and differentiate your offerings beyond estate planning, tax services, or wealth management. Be a trusted resource to individuals and families who demand high-touch, personalized care or have complex healthcare needs. Strengthen client loyalty and position your firm as a comprehensive advisor, addressing client health considerations, not merely health care documents. Incorporating healthcare navigation services can offer your top-tier clients seamless access to the best medical care tailored to their unique needs and the ability to navigate the complex healthcare system efficiently, saving them valuable time while ensuring privacy and discretion.

Speakers: Dr. Brian Dooreck, President and Founder, Executive Health Navigation, with Martin Shenkman, Esq.