Let’s face it—unless you’ve been through it yourself, the idea of organising a funeral can feel overwhelming and downright intimidating. That’s why addressing funeral wishes in your clients’ estate plans is not just thoughtful — it’s essential.  

In this episode, we share some practical tips for documenting client preferences in a way that reduces future stress for loved ones, and the surprising details we discovered when we had the privilege of organising funerals.

Funeral wishes are about so much more than logistics — they’re a powerful way to honour your client’s legacy and support their family during a challenging time.

The letter of wishes workbook resource discussed during this episode is available here.

Carrie's helpful video with the instructions on how to set up a legacy contact on your iPhone is here.