Clients are short on time. Couples with young children seem the most time-starved.
In the past, it generally took two office visits to have a will done for a client. It was hard to coordinate times to meet and I think multiple office visits discouraged clients from signing wills and trusts.
Now, I’ve simplified will preparation into a two step process:
1. Fill out my online form. I call the client to discuss it by phone.
2. Wills are sent by email in pdf form and a hard copy is mailed to the client’s home with signing instructions.
It works wonderfully for those in time crunch mode. By making it easier to sign a will, maybe more than 31% of couples (the current sad stat) with young children will sign a wills.