The model simplifies will planning for both professionals and clients. Planning meetings often lack structure, making it difficult for advisors and lawyers, and resulting in an overwhelming experience for clients.
The 3-2-3 model provides structure to these meetings by simplifying the options available at each stage. This ensures that lawyers and advisors do not miss any steps and save time.
- The different scenarios and what to ask your clients for a better client investigation
- The types of gifts and how to use them
- The parts of the will and what they each include