Tech Talks: Wills & Intestacy
In this episode of Tech Talks, Liz Hardie, a Technical Specialist, talks about the importance of having a valid will and the ways you can help ensure your client's will remains valid.
What we’ll cover
Join Liz Hardie, one of our Technical Specialists, as she touches on the importance of having a valid will. By using a case study to bring the topic to life, Liz also explains the Laws of Intestacy and how this may effect the way your client's estate is inherited when they pass away.
Learning objectives
By the end of this session, you will be able to:
- Recognise why it is important to have a will and keep it up to date
- Explain how an estate is distributed if someone dies without a will
About the presenter
As a member of the Canada Life wealth division, Liz provides pre-sale technical support in trusts, tax and estate planning to the distribution team and their advisers.
Liz is responsible for creating, reviewing, and delivering presentations and training sessions, both in person and online. In addition, she writes and reviews technical briefing notes and literature and provides support by answering emails and calls with technically accurate guidance.
Liz has more than 30 years’ experience in financial services and joined Canada Life in January 2022. Before this, Liz worked for SJP/Technical Connection and Prudential, providing various stakeholders with technical provision and advice guidance, answering complex queries, writing articles and delivering presentations and training.