The SimplyBiz Group has reported a sharp increase in adviser adoption of its support around will-writing and estate planning services over the past two months.
As part of its additional support package to help advisers cope with the virus, the group included will writing and estate planning training courses, free of charge to members. The courses, which are run by SimplyBiz's legal services division APS Legal and Associates, have so far taken more than 300 bookings for a series of 15 courses. The courses are designed to develop delegates' skills in talking to clients about wills and wider estate planning needs and provide practical training and education in the area. The drafting of legal documents is then passed to APS who complete it on th...
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