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: Protecting your online identity and property

Dear XXX,

It’s easy to forget how new the internet, and our complex digital lives, really is. But it’s only recently that estate planning has begun to take stock of how to handle the online world when it comes to social networking, digital money and more.

I’d like to set up a meeting to discuss incorporating your digital legacy into your existing estate plan.

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

Dealing with identity theft

Making sense of online assets

Digital currency, real tax

Estate planning 2.0

Together we can ensure your digital assets are secure, now and forever.



Originally published on Advisor.ca

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