atWORK: Beyond the Will webinar

18 September 2025 | People and Companies | Events | atWORK

Beyond the Will webinar:
Supporting clients through life’s final chapters

September is Wills Month - planning is more than paperwork. Beyond the will, families need trusted advisors through illness, loss, and practical next steps.

Look beyond the will this Wills Month - insights from Dan Berglund, CFP®, plus an atWORK demo with tips you can apply right away.

Webinar highlights:

Ask the right questions: will vs letter of wishes; guardians; final wishes.
Make the practical decisions: small estates (≤R250k), executor & fees, digital legacy/estate directory.
Capture and share in atWORK: marital regime, will details, notes; ClientZone for families.
Reduce admin, stay audit-ready: workflows, claims support, audit trail.