AI-generated wills may seem convenient, but they often miss crucial legal and tax details. This article explores the risks of self-directed estate planning and why expert legal advice remains essential to protect your legacy.
Advisers often struggle to convey the true value of estate planning when clients see it as nothing more than writing a Will. ScoreMy solves this challenge by providing a simple process that highlights gaps in existing plans, sparks deeper client conversations, and quantifies the value of professional advice. The result is stronger relationships, recurring revenue, and a clear competitive edge in the estate planning market.
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