Whether you undertake the administration and fulfilment of a will and LPA yourself or use a specialist partner, a discussion on both should form part of regular conversations with all clients, argues Scarlett Musson
There is now a prompt on the majority of fact-find documents to ask your clients whether they have a will. Sadly, though, similar attention is not given to asking about lasting powers of attorney (LPA)....
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch
To drive progress