06 August 2020 - Mirror Wills Strategy Session

LightYear Docs releases its spouse wills package where an accountant or financial planner can create two wills or two will with testamentary trusts for their clients based on our simple interview and data capture process. We will be discussing the legalities, the process, a case study taken to document completion and also how legal firm Abbott & Mourly can help for the harder cases. With Wills and TTs now being front and centre for Covid19 this is a must watch training and strategy session – it will open your eyes and opportunities.