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What to expect: Where there’s a Will, there’s a way client webinar

Oct 10, 2023 11:30 AM Eastern Daylight Time - Oct 10, 2023 12:00 PM Eastern Daylight Time
Location To Be Determined

A client event offering actionable advice for overcoming obstacles to completing Wills, POA’s, and an estate plan

Join us for an informative, internal only, session presented by
Royal Trust President and CEO, Leanne Kaufman

Tuesday, October 10, 2023 | 11:30 a.m. – 12:00 p.m. ET


November is ‘Make a Will Month’ and a great opportunity to add value to and deepen relationships with clients and their families. Ensuring clients have an up-to-date Will and POA’s is a cornerstone of an effective wealth and estate plan. It can be simple at any stage of life to get your affairs in order, yet the majority of Canadians still do not. That includes many of our clients and their family members.

The negative consequences of not having a legal estate plan can be enormous – usually for the very people we love and leave behind. This client event will unpack the reasons behind why many Canadians avoid end-of-life conversations and estate planning. Then, we will share straightforward paths and actionable advice for clients at any stage of life to complete their powers of attorneys, Wills and estate plans.

In preparation for the upcoming virtual client-hosting opportunity “Where there’s a Will, there’s a way,” join us for this internal only, 30-minute session to learn more about the upcoming client event.