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Fri, 14 Apr
|Zoom
Pop Up Webinar: Grant's go to Simple Will with Must Use TT
Simple Will with Testamentary Trust
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14 Apr 2023, 12:00 pm – 1:00 pm
Zoom
About this event
I have a team of new lawyers that have started at Abbott & Mourly Lawyers to better service our growing legal services and have to do a training this Friday at 12pm for them. I am going to use the LightYear Docs system and do one of my "simple Wills" not the dangerous variety we always come across. I will go through the five reasons why the suburban lawyers simple Will is the best way to lose family wealth and why adding a basic testamentary trust option really makes the grade but is so simple to do. Plus how to offer it to your clients and take the fee from $750 per Will to $1,850.
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