Covid-19 has led to spike in estate planning demand - SimplyBiz

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 the adviser's behalf. 

APS Legal and Associates business development director Scarlett Musson put the uptick in interest down to the coronavirus pandemic.

"Understandably, the recent Covid-19 crisis has sparked an unprecedented rise in the number of clients eager to ensure plans are in place for the future of their estate," she said.

"Robust wills and estate plans are the bedrock of financial advice and are key to helping advisers engage with the next generation of clients. Although the reason for this growth of interest is hugely unfortunate, I do hope that it remains at this level, for both advisers and consumers, going forward."

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