Estate Planning Consultation Service
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Estate Planning Consultation Service

Inspired by a conversation on:

The Stacking Benjamins Show

The Stacking Benjamins Show

Estate Planning, Charitable Giving, and Financial Hot Takes (SB1725)

Host: Joe Saul-Sehy

Timestamp: 12:00 - 13:40

Listen to Episode • View Podcast • All Ideas from The Stacking Benjamins Show

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Feather Flow

Direct Quote

"If you have kids, you absolutely need to have a professional estate plan done."

Summary

A service that offers personalized estate planning consultations could help individuals navigate the complexities of creating a comprehensive estate plan. This service would focus on educating clients about the importance of estate planning, especially for those with dependents. It could include options for virtual consultations, document preparation, and ongoing support as circumstances change. The target market includes parents and individuals with assets who may not know where to start or how to ensure their loved ones are taken care of after their passing. By demystifying estate planning and offering tailored solutions, this service can alleviate clients' concerns and provide peace of mind about their legacy.

Categorization

Business Model
Service
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
1-3 months
Initial Investment
< $1,000

Scores

Clarity
9/10
Novelty
6/10
Feasibility
9/10
Market Potential
8/10
Evidence
7/10
Overall
7.8/10
Found on August 22, 2025 • Analyzed on August 22, 2025 9:24 AM

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How should I validate this service idea before building it?

2:34 PM

Great question! For a service idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Subject Matter Expert to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

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2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

Based on your idea's complexity and 1-3 months, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
  • Consider your technical background and available < $1,000
  • Plan for scalability from day one

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