AdvisorToClient

Action idea – Making sense of wills

Action Idea Action Idea

Need to get your client thinking about making sense of wills? Try this tip.

Ask your client to reach out to her executor and arrange for him or her to come to a meeting. This meeting should run through the executor’s responsibilities and stress you’ll be around to help when the time comes.

Courtesy of Advisor.ca © 2018 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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