£150.00
Our double sided A4 factsheet, customised with your logo and contact details, explains the role of a guardian, who may be suitable as a guardian and other considerations such as ensuring adequate financial provision is made.
Potential Client: ‘Have you got any further information you can send / leave with me?’
Estate Planner: ‘Um…’
‘Who should I choose to act as a guardian?’
‘What does a guardian do?’
‘Can a guardian also be a trustee?’
Our ‘How to Choose a Guardian’ factsheet answers these questions and much more.
Our expertly written and professionally designed factsheets and videos will be customised with your logo and contact details to position you as the expert and strengthen your business brand.
Find out how the Estate Planners Toolkit will work for you.
Every will writer needs this!
If you provide a will-writing service, 9/10 of parents will ask questions about guardians when they are making a will for the first time.
You can save time by sending this to new clients in advance of your appointments to help them prepare and reduce delays in decision-making.
You can also send this after meetings if a client needs more time and it is a great addition to your website as a download too.
This factsheet is versatile and can be printed, uploaded to your website, or e-mailed to your clients.
You can use it before, during, or after your client meeting whether that is in person or remotely.
Take 15 minutes out of your day for us to explain how the Estate Planners Toolkit will help you to grow your business.
