Our Estate Planning Helpline deals with in excess of 500 estate planning queries each week.
Where do you go to get your or your clients questions answered?
This Webinar will be a good chance to explore some of the many questions and queries that we deal on a regular basis, along with the common (and the not so common) solutions!
In an average week, we receive:
- Estate planning queries via telephone: 600 per week
- Emails received during the working week: 600 per week
- No. of Wills to check/critique: 30 per week
- No. of Trusts to check/critique: 12 per week
- No. of Clauses to check: 40 per week
ALL will be discussed in our next webinar! We will be providing you with exclusive insight into the most common mistakes, problems and general bad estate planning that we see.
We will also look at some of the faux pas that we see and how these can be avoided. The most common answer is “you should have phoned Countrywide’s Estate Planning Helpline!”
We will be covering:
- The most common mistakes we see on the Estate Planning Helpline
- Life Interest Trusts! – Not for the faint-hearted!
- The downside of the Protective Property Trust (PPT)! – Not for the faint-hearted either!
- The danger of the precedent book and template documents! – The schoolboy errors that we see some even by Lawyers!
- The consequences of the wrong Trust! – And how we can often solve it!
You will also learn more about our systems, advice, processes and software, including how it is constantly being developed and improved to protect both you and your clients.
Webinar details
Time: 10am – 11am
Register your place now: Friday 10th May 2019 or Monday 13th May 2019
This article was submitted to be published by the Countrywide Tax and Trust Corporation as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
