Having a legally recognised Will is paramount to achieving true peace of mind and a key component of every Australian’s overall financial wellness.
Your clients are likely to have super and insurance as part of their financial plan, but not necessarily considered their Will. Your Wills is easy to use and provides a direct compliant solution to your client. This enables your clients to get the outcome they want, at their convenience with our plug and play Will software that is:
Death is inevitable but dying without a Will doesn’t have to be. By proactively discussing estate planning with your clients, coupled with being able to provide them with a quick and easy online solution to complete their Will, this reflects brilliantly on your business whilst encouraging your client to plan for the future of their loved ones. Everyone wins.
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 may be more or slightly less*.
Your Wills can assist you to:
The feedback has been overwhelming that having a Will provides your client’s with true peace of mind especially in these uncertain times.
Use the promotional code AFA10 for 10% off any of our Will packages. We are happy for you to share this code with anyone from your personal network.
Where there’s a Will, there’s a way.
*Please check your relevant State Trustee.