Advising on Wills and Intestacy

There are two sides to the coin: one sees the mess that arises from a lack of direction after death. It sees time and money wasted trying to determine the intentions of the deceased. There’s uncertainty and there may be anger and disappointment in its wake. The other side of the coin shows forethought, consideration of others, and a desire for wishes to be fulfilled from beyond the grave.

Which will your client choose? This is why the will is a key document for retirement and estate planning. Learn its vital role and how your advice revolves around its instructions.

• Prepare the client for the costs and inconveniences that arise from not having a will;
• Show clients how a will works to their advantage and acts as their voice when they can no longer speak for themselves;
• Assure clients that estate plans for beneficiaries can be fulfilled.