Legacy Conversations: The value of introducing ethical wills to your clients

Introduce your financial or estate planning clients to the venerable ethical will and you gain a lever for meaningful conversations with your clients that help them get their arms around the very notion of their “legacy,” in both its tangible and intangible dimensions. Deepen your relationship with them and multiply your understanding of their personal history, family dynamics, values and visions.

This presentation provides a thorough historical, literary and legal overview of non–binding ethical wills and letters of wishes, mixing fascinating examples with practical strategies for giving your clients a tool for intentional communication and a means to pass on not only their valuables, but their values as well.

Suggested: each attendee receive a copy of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will.

Contact Susan Turnbull about being a presenter.