07 May 2020 - How to do client Wills and EPOAs in your Practice with this guaranteed system for success

In this video Grant Abbott of LightYear Docs looks at how an accountant or financial planner can do Wills and Enduring Powers of Attorney using the patent pending LightYear Docs automation system. Grant will show you what to email or send to clients to book a Will interview, then the completion of the Will and finally what revenue you can expect over a month or year plus why it is an $800 per hour advising role.

You will also find the exact Wills that Grant prepares in the video for John and Sally Smith.

LYD Will for a Couple May2020

LYD Will and Estate Planning Success