So you can help a client get their wills, testamentary trusts and attorney sorted. Awesome!
But how can you help your clients with the practical steps of estate planning - like what is the first thing the executor should do when the client dies?
How can you make sure the client gets everything about their wishes for their family and children down on paper?
IT'S TIME TO REIMAGINE THE LETTER OF WISHES
The Letter of Wishes Workbook includes over 55 pages of practical client prompts
- Created by estate planning lawyer Bernadette Duell of Great Southern Wills, this workbook has been tried and tested with hundreds of her clients
- Developed with input from funeral directors, accountants, financial advisers and clients
- When you purchase the workbook you receive un-protected word templates that you can customise with your firm branding and personality
- Use it as a digital product with clients or create a hard-copy physical booklet for clients to complete
- A step by step guide for executors on death (including executor’s administration checklist) and attorneys/guardians on incapacity
- A video library with training on how to use the workbook with your clients
- 90 minute training on digital assets, digital accounts and the estate plan
A letter of wishes template setting out prompts for clients about:
Organ donation preferences
- How to access all assets, including the location of spare keys!
Writing an obituary
Detailed wishes for raising any children
Pet care arrangements
How to run the client’s business
Wishes regarding any existing family trust
Wishes for gifts of personal effects
Get your hands on it now
Is this pack right for you?
- Your prepare estate planning documents for clients
- You don't feel confident that you are supporting the client to communicate the practical aspects of their estate planning arrangements
- You don't have time to write your own detailed letter of wishes template
- You want to give your client a resource to help them communicate the essential details of their assets, family values, intentions for beneficiaries and to support executors, attorneys and beneficiaries