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  • Helping your clients complete a Will

    24 April 2019


    Your Wills is an Australian based company (supported by SLF Lawyers) that offers you a simple, straightforward solution for your client to effectively create a legally recognised Will online. 

    Your Wills logo

    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. 

    For clients that have a more complicated situation, you are able to refer them directly to SLF Lawyers - Your Wills supporting law firm. SLF Lawyers have offices around Australia.

    We often hear stories of issues locating a Will after the passing of a loved one. A Will should not be completed once and filed away in a drawer where no one can find it. Your Wills gives you the option of storing your client’s Will on their behalf. This then creates a link between intergenerational wealth because the client’s descendants will request your services to access the most recent copy of your client’s Will. 

    Contact AIA

    1800 333 613

    PO Box 6111
    Melbourne VIC 3004

    enquiries@aia.com.au

    AIA Global aia.com

    Contact AIA

    1800 333 613

    PO Box 6111
    Melbourne VIC 3004

    enquiries@aia.com.au

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    Copyright © 2021. AIA Group Limited and its subsidiaries or affiliates. All rights reserved. Priority Protection and Priority Protection for Platform Investors products are issued by AIA Australia Limited (ABN 79 004 837 861, AFSL 230043). AIA Vitality, a personalised, science-backed program that supports members every day to make healthier choices, is available with eligible products issued by AIA Australia. AIA Health with AIA Vitality is issued by AIA Health Insurance Pty Ltd ABN 32 611 323 034, a registered private health insurer governed by the Private Health Insurance Act 2207, Private Health Insurance Rules 2007 and the AIA Health Insurance Pty Ltd Fund Rules. The information on this website is current as at 14 January 2021 and may be subject to change. It is general information only and is not intended in any way to be financial, legal, tax, health, medical, nutritional or other advice. You should consider your own personal circumstances and needs and view the relevant product documents, fact sheets, fund rules and terms and conditions before making a decision to acquire such products. If necessary you should obtain professional advice from a financial, tax, medical or health professional. Unless expressly stated, any views or expressions of opinion (including any video content) do not represent the opinion of AIA.
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