Most wills typically refer to material objects that provide a short-lived sense of enjoyment, but does your will convey your everlasting values, dreams, and beliefs?
Join Everplans and Susan Turnbull for a webinar discussing the value of Ethical Wills and why you should introduce them to your clients.
Susan Turnbull
Founder and Principal of Personal Legacy Advisors
As Principal of Personal Legacy Advisors, Susan leads a team of affiliated professionals who provide coaching, editing, video, and design services to clients looking for assistance in creating personal legacy letters, expressions of intent, personal histories or video tributes. Her work has been featured in many national publications, including The New York Times and USA Today.
Everplans is the leading tool helping Advisors increase retention across generations, establish new relationships, and strengthen existing ones.