GM Legacy provides ready-made slides that you can use to educate your clients on:
- What is a Will
- How estate distribution works
- Why planning early matters
- How GM Legacy simplifies the process
How this helps you:
- Saves you hours of prep time for estate-planning conversations.
- Helps position you as trusted advisors with clear, visual, and professional explanations.
- Ensures consistent messaging across all client consultations.
Great for:
- Workshops
- 1-to-1 presentations
- Online consultations
- Client prospecting conversations
Click here to download the slides
You can also use the Will preparation checklist (English version / Chinese version) to guide your discussion and help your clients prepare the necessary details before their Will writing appointment with you.
Download the checklist and slides under “Sample Wills and Resources” on the GM Legacy dashboard.