{"id":78250,"date":"2025-07-29T09:52:33","date_gmt":"2025-07-28T23:52:33","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=78250"},"modified":"2025-07-30T07:17:26","modified_gmt":"2025-07-29T21:17:26","slug":"mixed-result-on-client-wills-poll","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2025\/07\/29\/mixed-result-on-client-wills-poll\/","title":{"rendered":"Mixed Result on Client Wills &#8211; Poll"},"content":{"rendered":"<div id=\"polls-349\" class=\"wp-polls\">\n\t\t<div class=\"pollHeader\"><strong>Of your clients who need a Will, what proportion have them in place?<\/strong><\/div><div id=\"polls-349-ans\" class=\"wp-polls-ans\"><ul class=\"wp-polls-ul\">\n\t\t<li>Less than 50% <small>(29%)<\/small><div class=\"pollbar\" style=\"width: 29%\" title=\"Less than 50% (29% | 16 Votes)\"><\/div><\/li>\n\t\t<li>50% - 65% <small>(23%)<\/small><div class=\"pollbar\" style=\"width: 23%\" title=\"50% - 65% (23% | 13 Votes)\"><\/div><\/li>\n\t\t<li>65% - 80% <small>(20%)<\/small><div class=\"pollbar\" style=\"width: 20%\" title=\"65% - 80% (20% | 11 Votes)\"><\/div><\/li>\n\t\t<li>80% - 95% <small>(13%)<\/small><div class=\"pollbar\" style=\"width: 13%\" title=\"80% - 95% (13% | 7 Votes)\"><\/div><\/li>\n\t\t<li>95%+ <small>(9%)<\/small><div class=\"pollbar\" style=\"width: 9%\" title=\"95%+ (9% | 5 Votes)\"><\/div><\/li>\n\t\t<li>Don't know <small>(7%)<\/small><div class=\"pollbar\" style=\"width: 7%\" title=\"Don't know (7% | 4 Votes)\"><\/div><\/li>\n\t\t<\/ul><div style=\"text-align: center\"><\/div><\/div>\n\t\t<input type=\"hidden\" id=\"poll_349_nonce\" name=\"wp-polls-nonce\" value=\"47c631e4b8\" \/>\n<\/div>\n\n<p>There has been a very mixed result among advisers when addressing the question of what proportion of their clients who need a will actually have one.<\/p>\n<p>As we go to press, while one in three advisers (33%) said less than 50% of clients had a will, another quarter (25%) believed that 65-80% of clients did have a will.<\/p>\n<p>At the higher end of the scale, 13% believed more than 95% of clients were prepared for the future and 8% indicated 80-95% of their client base did have a will.<\/p>\n<p>Another 13% said just 50-65% of clients fitted the bill, and 8% weren\u2019t sure.<\/p>\n<p>Our poll question stems from a report highlighting a presentation given at the <a href=\"https:\/\/riskinfo.com.au\/news\/2025\/06\/25\/2025-mdrt-annual-meeting-miami\/\" target=\"_blank\" rel=\"noopener\">2025 MDRT Annual Meeting<\/a> by Welsh adviser <strong>Craig Palfrey<\/strong> outlining the seven reasons he uses to convince his clients that they do indeed need a will.<\/p>\n<p>Interestingly he notes that half of clients are unlikely to have one (see: <a href=\"https:\/\/riskinfo.com.au\/news\/2025\/07\/22\/seven-reasons-why-clients-need-a-will\/\" target=\"_blank\" rel=\"noopener\">Seven Reasons Clients Need a Will<\/a>).<\/p>\n<p>The comments were part of a wider presentation which encouraged advisers to be involved in their clients\u2019 estate planning journey, partly as a way to engage with their clients\u2019 children. (see: <a href=\"https:\/\/riskinfo.com.au\/news\/2025\/07\/15\/strategies-to-maximise-client-engagement-and-business-growth\/\" target=\"_blank\" rel=\"noopener\">Strategies to Maximise Client Engagement<\/a>).<\/p>\n<p>Our poll remains open for another week and we\u2019re interested to learn your thoughts\u2026<\/p>\n<figure id=\"attachment_78063\" aria-describedby=\"caption-attachment-78063\" style=\"width: 799px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/riskinfo.com.au\/news\/files\/2025\/07\/Craig-Palfrey-3-MDRTTue_41271-e1753157502934.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-78063\" src=\"https:\/\/riskinfo.com.au\/news\/files\/2025\/07\/Craig-Palfrey-3-MDRTTue_41271-e1753157502934.jpg\" alt=\"Craig Palfrey speaking at MDRT 2025 Annual Meeting\" width=\"799\" height=\"531\" srcset=\"https:\/\/riskinfo.com.au\/news\/files\/2025\/07\/Craig-Palfrey-3-MDRTTue_41271-e1753157502934.jpg 799w, https:\/\/riskinfo.com.au\/news\/files\/2025\/07\/Craig-Palfrey-3-MDRTTue_41271-e1753157502934-300x199.jpg 300w, https:\/\/riskinfo.com.au\/news\/files\/2025\/07\/Craig-Palfrey-3-MDRTTue_41271-e1753157502934-768x510.jpg 768w, https:\/\/riskinfo.com.au\/news\/files\/2025\/07\/Craig-Palfrey-3-MDRTTue_41271-e1753157502934-696x463.jpg 696w, https:\/\/riskinfo.com.au\/news\/files\/2025\/07\/Craig-Palfrey-3-MDRTTue_41271-e1753157502934-632x420.jpg 632w\" sizes=\"auto, (max-width: 799px) 100vw, 799px\" \/><\/a><figcaption id=\"caption-attachment-78063\" class=\"wp-caption-text\">Craig Palfrey speaking at MDRT 2025 Annual Meeting in Miami in June.<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>There has been a very mixed result among advisers when addressing the question of what proportion of their clients who need a will actually have one. As we go to press, while one in three advisers (33%) said less than 50% of clients had a will, another quarter (25%) believed that 65-80% of clients did [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":78254,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4587,4495,49],"tags":[],"class_list":{"0":"post-78250","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-estate-planning","8":"category-mdrt","9":"category-polls"},"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/78250","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/24"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=78250"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/78250\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media\/78254"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=78250"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=78250"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=78250"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}