youtor.org
How advisers use Willed to simplify will creation
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Video Source: www.youtube.com/watch?v=4AKo734kxQs
Advisers are leveraging Willed, to simplify the process for their clients. Some advisers pay for wills from Willed and charge a project management fee, while others simply direct clients to Willed. Although Willed might not be suitable for everyone, it's an important legal referral partner. It's more than just a supplement; it's an easier and affordable approach to ensure clients don’t get stuck in the cycle of “I'll get my will done eventually.” • By using Willed, clients can finally get their wills done without delay. Don’t let procrastination jeopardise your future planning. • #EstatePlanning #Willed #FinancialSecurity #PlanAhead
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