The Value of a Will

What is the value of having a will compared to not having a will and dying intestate? How about?

• the degree of certainty it brings an individual in their lives;
• the control it exerts over the disposition of assets;
• the desire not to leave things to chance;
• to ensure care for loved ones;
• relieving survivors from decisions they may not want to make.

Those benefits are a valuable proposition for your clients. Of course, you want your clients to experience these advantages. This course will show you how. You will also learn common mistakes made in will preparation and receive a highly useful Asset Inventory form and a Beneficiary Endowment form for use with clients. The value you deliver with this information is deeply meaningful to clients. Don’t hesitate to add this knowledge to your skill set.