AdvisorToClient

Email Your Clients: Leave a strong will

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Life is busy, and your clients may be postponing writing or updating their wills. They may not understand why having a will impacts more than who gets the silverware.

Whether it’s designating an executor, explaining how the family cottage will be shared, or securing income for a surviving spouse, your client should know why wills are essential.

Personalize this email by copying our template into your email application, and then choosing which stories you’d like to pass along to clients. This lets you jump-start the conversation on topics where they’ll need your guidance.

Subject line: Leave a strong will

 

Hi XXX,

At our last meeting, hearing about how busy you’ve been and discussing progress on your financial goals underlined the importance of estate planning.

Having a will is only one part of an estate plan. A sound plan also sets out items like how the family cottage will be shared, and income for [NAME OF SPOUSE] after your gone.

I’d like to set up a meeting to discuss what this means for your circumstances, and the next steps in creating a plan.

Before we meet, I’d like you to take a look at a few articles that lay the groundwork for the discussion we’ll be having:

Do twenty- and thirty-somethings need wills?

“A will is a necessary part of estate planning, but it’s less clear at what age a will becomes necessary.” Read more.

Case study: The best laid plans…

“Alex’s failure to consider the consequences of his beneficiary designations led to an estate planning disaster. All of his estate intentions were frustrated.” Read more.

Make sure your will is crystal clear

Having a well-drafted will that clearly expresses your intentions is essential.  If you’ve written instructions someone will find confusing, they can’t ask you for clarification. It’ll be too late.” Read more.

Think before naming beneficiaries

“Designating beneficiaries is neither simple nor straightforward. And if you don’t take care to do it right, you could end up creating a variety of unintended legal, financial, and personal consequences.” Read more.

Estate planning for a blended family

“Blended families have long been familiar features of the Canadian landscape. But they can still create an extra challenge with estate planning.” Read more.

Talk inheritance with the kids

“When it comes to estate planning, both you and your children can often benefit from discussing how, when and why wealth is going to be transferred.” Read more.

Let’s start the conversation about what work we need to do now so we ensure your legacy is safe.

Best,

[YOUR SIGNATURE]

There are lots will-related tools on AdvisorToClient, including Action Steps, Conversation Starters and ready-to-go client Worksheets and Presentations.

And you can print, email or share these articles with clients on LinkedIn or Twitter—just use the buttons on the top-right corner of the page.

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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