Where There’s a Will… Talking to Your Clients About Wills

Equip yourself with the skills to confidently discuss estate planning with your client, how to approach sensitive topics with empathy, address client concerns, and ultimately ensure that robust estate plans are put in place.

We will also tackle the crucial question: how much should a Will actually cost?

In this session, we cover:

• Introduction to wills

  • Do you have a will?

  • Is it more than 5 years old?

  • The barriers

• Tips for having “The Talk”

  • The Estate Planning Puzzle

• Decision paralysis

• Timing – when should you raise the issue?

  • Triggers for a review (BDSM?)

• How much should a will cost?

  • Numbers to expect

  • Approaches to pricing

  • The cost of doing nothing

Date recorded: 13 January 2025