Add Depth and Trust to Client Relationships with an Ethical Will

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by Eileen Kerlin Walsh, JD | Kerlin Walsh Law

Estate planning is a deeply personal business. As attorneys, we often hear more than we might want to in terms of complex family dynamics and personal details. These client stories are integral to our client's legacy as their wealth, yet they don't belong in legal documents.

That's where the Ethical Will comes into play. This powerful tool is the perfect complement to the RLT-centered estate plan and a way for the writer to reflect on his/her life experiences for loved ones. It can also help forge deep, long-term relationships with clients and their families. Download this 2-page article by Eileen Kerlin Walsh, JD. to learn:

  • What it is
  • How you write it
  • How it fits into your estate planning practice