To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.

It’s another feature of AdvisorToClient that’s designed to facilitate your conversations with clients. Besides email shares, the site is full of Action Steps, Conversation Starters and other tools help invigorate your client relationships.

To use these emails, just copy our template into your email application, choose which stories you’d like to pass along to particular clients, and hit send.

Subject Line: Being a good executor

Dear XXX,

At our last meeting, we talked about the importance of setting up an estate executor, and you mentioned you’ve become an executor recently.

Being an executor for a friend or loved one is more than a simple matter of letting children know what they’ve been left in the will.

I want to follow up with you about your new responsibilities, and set up a meeting to discuss your own estate plans.

Before we meet, I’d like you to take a look at a few articles that lay the groundwork for the discussion we’ll be having:

Your role as executor

Hiring an executor

Prevent estate battles

Assigning power of attorney with confidence

I know how conscientious you are, and so we should go over your future responsibilities to make sure you know what they are. We can also discuss helping you apply for official probate status with the province, which would ease your estate responsibilities later.



Originally published on Advisor.ca

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