Your Wills x Association of Financial Advisers

Your Wills x AFA

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:

  • User directed
  • Timely
  • Cost effective
  • Compliant and user friendly

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:

  • Ring fence your client’s assets.
  • Add to your Corporate Super employer offering.
  • Add to your client value proposition.
  • Offer a Living Will solution to your client.
  • If an adviser is taking on storage of Wills then you should check what the relevant obligations are (security, fire-safety, access etc.). Your licensee may also have a view or policy around this.
  • A lot of advisers would be aware or not if a Will exists and reflects the client’s current circumstances. It is with this knowledge you can direct them to Your Wills to complete their Will, or alternatively for a complicated situation to a lawyer to customise their needs accordingly. Not having a current Will in place could be significantly detrimental to your practices brand and yours, especially in the eyes of their families and loved ones.
  • Your Wills conforms and is governed by the legal requirements of each State and Territory of Australia.
  • Your Wills complies with the Privacy Act 1988 (Commonwealth).

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.