This letter has been designed to encourage clients to review and update their Will and Enduring Powers of Attorney in case something untoward may happen to them and their family.
Importantly the path to creating a successful Will starts with a conversation with the client. For that we have prepared this letter positioning yourself as the client’s accountant or financial planner as the facilitator and draft document preparer for their Will and Enduring Powers of Attorney.
From a legal perspective the Will forms used by LightYear Docs have been prepared and reviewed and signed off by Abbott & Mourly lawyers so there is no legal professional privilege issues in producing the draft Wills and TTs for your client.
Legal Sign Off Option if Desired
If you would like to book i a time for a client/adviser face to face meeting with a lawyer to discuss, finalise and provide specific legal sign off then please contact firstname.lastname@example.org to book a time. The fee for a sign off consultation is $495 with draft documents to be reviewed and signed off by Abbott & Mourly lawyers for execution in the recorded meeting. If there is a couple then the cost is $795 for both Wills with Testamentary Trusts.
You may reproduce all or any part of this text in hard copy and/or in electronic format, without asking for permission from LightYear Docs.