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Rethinking the estate planning process

We all know estate planning is a key component of any successful financial plan but traditionally, the only time it’s really referred to in the SOA is with template text and as a bit of an afterthought in the process.

How do we have more control in this?

How do we make this step easier for the client?

In this episode, Aruna from Your Wills talks us through how we can ensure our clients are getting their estate plans done in a simple and easy to use process and make this step in their financial plan one they can easily tick off.

For more information check out which has stacks of free content on there for Paraplanners to use. Including a discount for any AFA members wanting to use this option themselves.

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