Life is busy, and your clients may be postponing writing or updating their wills. They may not understand why having a will impacts more than who gets the silverware.

Whether it’s designating an executor, explaining how the family cottage will be shared, or securing income for a surviving spouse, your client should know why wills are essential.

Personalize this email by copying our template into your email application, and then choosing which stories you’d like to pass along to clients. This lets you jump-start the conversation on topics where they’ll need your guidance.

Subject line: Leave a strong will


At our last meeting, hearing about how busy you’ve been and discussing progress on your financial goals underlined the importance of estate planning.

Having a will is only one part of an estate plan. A sound plan also sets out items like how the family cottage will be shared, and income for [NAME OF SPOUSE] after your gone.

I’d like to set up a meeting to discuss what this means for your circumstances, and the next steps in creating a plan.

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:

Stop putting off writing a will

Do twenty- and thirty-somethings need wills?

Case study: The best laid plans…

Make sure your will is crystal clear

Think before naming beneficiaries

Estate planning for a blended family

Talk inheritance with the kids

Let’s start the conversation about what work we need to do now so we ensure your legacy is safe.



There are lots will-related tools on AdvisorToClient, including Action Steps, Conversation Starters and ready-to-go client Worksheets and Presentations.

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Originally published on Advisor.ca

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