AdvisorToClient

Conversation starter – Make sure your will is crystal clear

Conversation Starter Conversation Starter

Ask your client, “Who wrote your will?” If he says he wrote it himself, or used an off-the-shelf kit, offer to refer him to a lawyer to review it – or start from scratch.

You can also email them this article, or send it to them on Twitter or LinkedIn.

Courtesy of Advisor.ca © 2017 Transcontinental Media G.P. These materials are for reference and guidelines only. You are responsible for the advice you give your clients.
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