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Letter of Wishes Workbook

Transform your letter of wishes from an after-thought to a valuable estate planning client resource
I NEED THIS
 

the problem

 

So you can help a client get their wills, testamentary trusts and attorney sorted. Awesome! 

But how can you help your clients with the practical steps of estate planning - like what is the first thing the executor should do when the client dies? 

How can you make sure the client gets everything about their wishes for their family and children down on paper?

IT'S TIME TO REIMAGINE THE LETTER OF WISHES

The Letter of Wishes Workbook includes over 55 pages of practical client prompts

  • Created by estate planning lawyer Bernadette Duell of Great Southern Wills, this workbook has been tried and tested with hundreds of her clients 
  • Developed with input from funeral directors, accountants, financial advisers and clients
  • When you purchase the workbook you receive un-protected word templates that you can customise with your firm branding and personality
  • Use it as a digital product with clients or create a hard-copy physical booklet for clients to complete
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What's included?

  • A step by step guide for executors on death (including executor’s administration checklist) and attorneys/guardians on incapacity
  • A video library with training on how to use the workbook with your clients
  • 90 minute training on digital assets, digital accounts and the estate plan

  • A letter of wishes template setting out prompts for clients about:

  • Funeral wishes

  • Organ donation preferences

  • How to access all assets, including the location of spare keys!

  • Writing an obituary

  • Detailed wishes for raising any children

  • Pet care arrangements

  • How to run the client’s business

  • Wishes regarding any existing family trust

  • Wishes for gifts of personal effects

Get your hands on it now

LETTER OF WISHES WORKBOOK

$650

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 Hear what our customers have to say

 

“It has been an absolute game changer to my estate planning offerings and a real point of difference.”
- Angela, Lawyer 

 

 

“We were thrilled to introduce our comprehensive 54-page estate planning workbook desgned to simplify the estate planning process for our clients and their loved ones. The feedback has been amazing. Clients love their workbooks!”
- Adele, Lawyer

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Is this pack right for you?

 

  • Your prepare estate planning documents for clients
  • You don't feel confident that you are supporting the client to communicate the practical aspects of their estate planning arrangements
  • You don't have time to write your own detailed letter of wishes template
  • You want to give your client a resource to help them communicate the essential details of their assets, family values, intentions for beneficiaries and to support executors, attorneys and beneficiaries
YES, THAT'S DEFINITELY ME!

Want a sneak peek at what's inside the workbook?

 

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