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 trustee

Dear XXX,

At our last meeting, we talked about arranging trusts to protect your assets from tax and provide maximum benefit to your family.

There are many laws and investment rules that govern how as trust is handled.

I want to follow up with you about how your trust will be managed, 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 explain the role of a trustee and the many uses of trusts:

Your role as a trustee

How to use testamentary trusts

Use trusts for incapacity planning

Can you trust your heirs?

This is information we should also pass along to your new trustee. We can also go over the provincial legislation that applies to trustees.



Originally published on Advisor.ca

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