Many financial advisers know the importance of protection planning, but fewer clients fully understand what happens when there is no valid Will. This course helps advisers explain, in simple and relatable terms, how dying intestate can trigger delays, disputes, confusion, and unintended outcomes for loved ones. It also shows how proper estate planning can prevent family feuds, preserve harmony, and ensure the client’s wishes are carried out as intended. Participants will learn how to use this conversation as a natural entry point into deeper advisory discussions, including nomination, guardianship, liquidity planning, and family protection. The course positions Will writing not as a legal topic to avoid, but as a powerful trust-building tool that strengthens the adviser-client relationship and opens the door to broader planning conversations.
