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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…
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 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…
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…
Portfolio succession: the estate-planning referral landlords ignore
The bigger a landlord's portfolio, the more they have avoided the question of who inherits it and how. You are well placed to sur…
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…