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Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Wills & estates — clear filter
The business owner with no succession plan
Business owners pour years into building something valuable, then leave its future entirely unplanned. For any professional worki…
The dying-intestate risk any professional can flag
Dying intestate is not a rare misfortune; it is the default for anyone without a valid will. Understanding the basic risk lets an…
When an accountant should refer a client for probate help
When a client dies, or a client loses a family member, the administrative burden that follows often surfaces first through you. T…
The client whose assets outgrew their old will
As clients accumulate wealth, the will they wrote years ago can become dangerously inadequate. Noticing when someone's assets hav…
Second marriages and blended families: the estate referral
Second marriages and blended families create some of the trickiest estate situations there are, and clients rarely appreciate the…
The will your accountancy clients never wrote — and your cue to refer
You know more about your clients' finances than almost anyone. That knowledge puts you at the exact moment a will conversation sh…
The stale will after a life event: your cue to refer
Many clients believe that once they have made a will, the job is done for life. In truth, a single life event can leave that docu…
No lasting power of attorney: the safeguard clients skip
Estate planning is not only about death. A lasting power of attorney protects a client if they lose the capacity to make decision…
Referring your higher-net-worth clients well
Higher-net-worth clients rarely need one thing in isolation. Knowing when to bring in a specialist, and how to do it well, is cen…
Referring a recently bereaved client, with care
When a client loses a spouse or parent, practical and financial questions arrive whether they are ready or not. Knowing how to re…
A vulnerable beneficiary and the trust conversation
When a client has a disabled, dependent, or otherwise vulnerable relative, a straightforward inheritance can create real problems…
The client with no will: the commonest referral you're missing
The single most common estate-planning trigger is also the easiest to overlook: a client who has simply never got round to making…
Property abroad: the will complication that needs a specialist
Foreign property sounds like a lifestyle detail, but it can complicate an estate enormously. When a client mentions a place abroa…
A new baby and no guardianship clause: the wills referral
A new arrival changes a family overnight, yet the one legal safeguard most new parents overlook is a guardianship provision. When…