The Art of Estate Planning Podcast
#24 Client Comprehension: How Deep Should You Go on Testamentary Trusts?
24 Feb 2025
How Much Do Clients Really Need to Understand About Their Testamentary Trust Wills? We know testamentary trust wills are a powerful tool for legacy building, but let’s face it — explaining them to clients can feel like speaking a different language. So, how much of the trust deed does your client actually need to comprehend before signing on the bottom line? In this episode, we debate the delicate balance between ensuring your client understands their will’s key features, whilst not frustrating them to tears with tedious detail. We’ll share practical tips for breaking down the complexity, while still covering your professional and ethical obligations. The youtube video mentioned in this episode is available to watch here.
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