The 3-2-3 model developed by leading estate practitioners simplifies will planning for both advisors and clients. Planning meetings often lack structure, making it difficult for lawyers and advisors, which results in a confusing and overwhelming experience for clients.

The 3-2-3 model provides structure to these meetings by simplifying the options available at each stage. This saves time and ensures that advisors do not miss any important steps.

The three components of this role are:

• 3 fact scenarios
• 2 types of gifts
• 3 parts of a will

We have created a guide that explain in details what this model is and how it works. You can download a free copy here.