---
esco_uri: http://data.europa.eu/esco/skill/b7eabcd9-d1c5-4028-9dcc-57c536d5a2e8
esco_label: "assist in will writing"
relation: optional
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# assist in will writing — Financial Advisor

As a Financial Advisor assisting in will writing isn't about *drafting* legal documents – that’s for solicitors! It's about proactively identifying when a client needs to update or create a will, given their financial situation and life changes (marriage, divorce, births, significant asset gains/losses). Daily tasks involve discussing estate planning broadly during reviews, specifically prompting clients about existing wills, beneficiaries, and potential tax implications of their current arrangements. We're essentially 'flagging the need' and ensuring alignment between their wealth plan and their wishes for distribution. Tools used are often simple checklists to prompt discussion – beneficiary designations on accounts, ownership structures of assets, estimated estate values – not legal drafting software.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
