Please be advised that the Will Preparation process has been enhanced to streamline the client experience and reduce the communication timelines between teams and clients during the Will Preparation process. Additionally, we have introduced a new client-facing will companion document that shares a few best practices for clients once their will has been signed and witnessed.
To familiarize yourself with the changes to the process. Please read the Will Preparation Best Practices guide below as well as the new client-facing companion document: ‘Best Practices for your Will’.
Read the latest Will Preparation Best Practices Guide here
Read the client-facing companion document: ‘Best Practices for your Will’ here
