Lincoln Chambers
34-36 Hightown
Crewe
Cheshire
CW1 3BS
Tel: 01270 580537
Fax: 01270 584572
When completing their fact find on clients financial advisers ask if the clients have a Will. Often the answer s ‘no’ and the advice from the adviser is that the client should have a professionally drafted Will. Yet year after year the answer is still the same ‘no’ as the client does not heed the advice given.
Even when the answer is ‘yes’ the client has a Will, when was it last reviewed? What planning does the Will contain? Is it a tax efficient Will? These questions are left unanswered.
I am pleased to see that some financial advisers networks have now enhanced the questions on Wills in their fact find, asking what planning is in the Will and when it was last reviewed. This development shows that the financial services industry is focusing far more on post death planning and the need for the right content in the clients Will.
To assist Financial Advisers in providing a professional and user friendly Willwriting and Estate Planning service for their clients, Complete Wills offer a flexible approach to working with financial advisers.
Through discussion and training we can provide a service either directly to your clients or deal indirectly through you. Many of the financial advisers we work with record their client’s instructions for the drafting of their Wills and forward these instructions to us for processing. Some advisers would prefer that we visit their clients directly to record their instructions, and some use a combination of both systems. Either way it is important that your clients have a valid Will in place and that you have offered them the facility to achieve this.
During our training we investigate the opportunities for increased financial services business that can be developed by recording a Will instruction.
All liability involved in the giving of advice, recording of instructions and drafting of your clients Wills is covered by Complete Wills Professional Indemnity Insurance, irrespective of whether you record the instruction or we do it on your behalf.
To discuss how you can provide a Willwriting Service for your clients using the services of Complete Wills, call Jim Goddard:
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