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Every adviser wants to be seen as the trusted partner who looks after their clients’ full financial wellbeing. But there’s one area consistently overlooked – wills.
In New Zealand, only around half of adults have a valid will. The majority who do are retirees. That leaves younger clients, many with KiwiSaver balances, mortgages, life insurance, and growing families, completely unprotected. For advisers, this isn’t just an advice gap. It’s a business risk.
Why Wills Matter to Advisers
Wills are more than a legal document. They’re a gateway to stronger client relationships:
- Retain family wealth: With the Great Wealth Transfer already underway, advisers who ignore wills risk losing the next generation of clients when inheritances change hands.
- Add tangible value: Clients expect advisers to cover more than investments and insurance. Advisers who help their clients take action on wills are remembered for protecting the whole family.
- Differentiate your service: Estate planning is often left until “later.” Advisers who lead the conversation now stand out immediately.
Why Clients Don’t Act, And How You Can Help
Most clients know they should have a will. But common misconceptions hold them back: “It’s only for the wealthy,” “It’s too expensive,” “It’s complicated.” Advisers can break through these barriers by offering an easy solution. That’s where Footprint comes in.
Footprint: The Will Solution for Advisers
Footprint is New Zealand’s largest online will provider, trusted by thousands of clients and hundreds of organisations. Footprint has made wills:
- Easy & Accessible: Clients can complete their will online, from the comfort of their home, in an average of just 15 minutes, without legal jargon.
- Affordable: Footprint offers a variety of flexible solutions – discounted, free-to-client, or employer-sponsored, giving advisers choice.
- Integrated: A white-labelled option allows advisers to deliver wills seamlessly under their own brand.
- Future-proofed: Footprint’s subscription will packages include annual updates, a secure digital vault, educational resources on estate planning and discounted services such as enduring power of attorney & trusts.
Advisers who engage with wills today are also preparing their businesses for tomorrow.
The message is simple. Wills are not optional extras. They are a vital part of financial wellbeing and a key to retaining trust across generations. For advisers, partnering with Footprint makes it effortless. By raising the conversation and providing an easy and accessible solution, advisers protect their clients, protect their business, and secure their own future.
Click here to learn more about how Footprint can add value for both you and your clients.