08 February 2022 - LYD Strategy Solution: How to do a couple's Wills and Enduring Powers of Attorney

Clients need Wills and enduring powers of attorney. With our special system this is something an accountant or financial planner can do for their clients without breaching the legal professions laws. In this session Grant Abbott and Ben Gill will show you the "how to's" of doing a couple's Will and EPOA with the LightYear Docs system including a special purpose data capture for your use as well as recommended pricing. We will also look at how to link in with Abbott & Mourly lawyers for tailored multi-generational testamentary trusts.

8 FEB STRATEGY SOLUTION - Links Sheet