Helping your clients complete a Will

Your Wills have created a compelling client-focused Will service suitable for everyone from the millennial market heading overseas on an adventure holiday to Bali right through to retirees who are looking to ensure there is a clear plan for the division of a lifetime of accumulated assets. Your Wills has done this by creating a persona based marketing solution allowing your client to identify with one of our key personas. This creates a relatable example to encourage them complete their Will.

First and foremost, Your Wills have created this opportunity with you (the adviser) and your client in mind.

Think of it this way:

• You provide your client with the safety and security of protecting themselves and their loved ones if something were to happen by ensuring they have a legally recognised Will. Remember: if your client dies without a Will, the appropriate State Trustee may be able to charge a fee of up to 5.5% of the gross value of assets of the Estate. In some instances this maybe more or slightly less.
• Your Wills provides an online platform for your client to complete a simple, 9-step process in order to create a legally recognised Will. Payment is only made at the very end of this process.

Watch our Adviser Tutorial today or log onto www.yourwills.com.au for more information.