Accountants and attorneys are considered to be pre-eminent trusted advisors because of the professional advisory expectation that their clients have of them.
It is important to reflect on this expectation and take advantage of it by offering those services that clients want. In this part of our Grow your practice series, we focus on a service that accountants are qualified and experienced to offer but may inadvertently be allowing banks and other financial services providers to take this potential income away from them.
By attending this CPD webinar you will develop the following competencies:
Learn how to establish new revenue sources from reviewing and drafting wills for clients.
Apply the legislation governing wills and deceased estates.
Know how to draft a legally enforceable will for clients.
Be able to advise clients on the important risks and considerations when drafting wills.
Have the knowledge to train your staff to identify opportunities to secure the appointment as an executor of the estate of your clients.
The webinar will cover the following topics:
What is a will?
What does the law say?
Drafting legally enforceable wills for clients.
Risks and considerations regarding wills.
Establishing a wills service offering to clients.
How to become executor of clients' estates..