Addressing the Will writing gap for your clients
Do you work in an industry that promotes Will writing for your clients? Maybe you are in finance, or insurance, or the funeral industry. Perhaps you work for a charity that promotes the idea of planned giving in one’s estate plan. Maybe you just work in the area of financial literacy, or you work with seniors planning their retirement. There are countless industries that understand the importance of Will writing. But often we find that professionals meet with their clients to discuss the value of a Last Will and Testament. The client agrees, and promises to get their estate planning in order. Only to meet up again a year later and nothing has changed. At USLegalWills.com we have an affiliate program that can help you, and your client.
We get this question almost every day; “I would like a will for my husband and I. This is only letting me do one will. How do I get a joint Will that will allow us to give what we have to each other?
Couples have several options when writing a Will together. Among them are:
- A Joint Will;
- Mutual Wills;
- A Reciprocal Will or Mirror Will.
Defining a Joint Will and Mutual Wills
A Joint Will is a single document that allows for a couple to combine their Last Will and Testament. Normally, one partner inherits the entire estate when the other dies. When the second partner dies, the estate will be handled as agreed to by both partners. Continue reading