--- title: 06 February 2020 - Client Engagement Letters - Wills and Testamentary Trusts and EPOAs description: Join Grant Abbott who looks at the client engagement process for completing a Will and Testamentary Trust and also an enduring power of attorney.  This includes a review of engagement letters, which m --- [Skip to content](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360042559114-february-06-client-engagement-letters-wills-and-testamentary-trusts-and-epoas#main-content) English Show submenu for translations [![Asset 46@4x](https://info.lightyeardocs.com.au/hs-fs/hubfs/Asset%2046@4x.png?width=273&height=50&name=Asset%2046@4x.png)](https://www.lightyeardocs.com.au/) Open main navigation Close main navigation - English Show submenu for translations Your Gateway to Growth and Achievement! - There are no suggestions because the search field is empty. 1. [Success Hub](https://info.lightyeardocs.com.au/supportcentre?hsLang=en) 2. 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[Thursday Strategy Webinars](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#thursday-strategy-webinars) # 06 February 2020 - Client Engagement Letters - Wills and Testamentary Trusts and EPOAs Join Grant Abbott who looks at the client engagement process for completing a Will and Testamentary Trust and also an enduring power of attorney.  This includes a review of engagement letters, which may be emailed or posted to clients as well as attached fact finds plus calls to action.   - [API Integrations](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#main-content) - [Simple Fund 360](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#simple-fund-360) - [BGL CAS 360](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#bgl-cas-360) - [Xero Practice Manager](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#xero-practice-manager) - [FuseSign](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#fusesign) - 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