LYD Strategy Solution

21 April 2023 - How to setup Company, Trusts, and Wills with LYD

Grant has a team of new lawyers that have started at Abbott & Mourly. We’ve put together a training session Friday the 21st April at 11am for the new team and would like to invite you to join. Grant is going to use the LightYear Docs system to do one of his "Simple Wills", as well as go over trusts and company incorporations.

Grant 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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