#58 Why I stopped sending will summaries
Update: 2025-10-20
Description
When you send clients their draft testamentary trust wills, do you include a written will summary?
Many lawyers do, but here’s the problem: clients don’t need more dense documents to wade through.
In this episode, I make the case for ditching the traditional written summary and rethinking how we empower clients to understand their wills.
Because the goal isn’t more paper. The goal is confidence, clarity, and clients who genuinely understand the estate plan you’ve crafted for them.
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