How Can You Make Money from Estate Planning?

13 April 2016


You know your client needs to get their Will and other important estate planning documents done. But that means sending your client off to someone else leaving them to control the task!

What’s possibly worse is that – more often than not – whichever lawyer you send them to (whether it is someone you know locally who says they can “do” estate planning, or someone you don’t know who the client swears by) – it’ll be up to you to chase them up to get them to produce the documents on time (or at least during the client’s lifetime), for a fee that you don’t know about beforehand. Plus, to cap it all off, if things don’t turn out the way your client expects your client will end up blaming you for the mess!!

This is why SUPERCentral’s EPAdvantage program has been designed specifically to assist YOU as your client’s trusted adviser to guide your client through the intricacies of their testamentary requirements and to gather the information necessary for the formulation of an estate plan suitable for your client, regardless of the size or complexity of their financial affairs.

And most importantly, it allows you to integrate estate planning as both a risk management and client relationship building tool, plus become a PROFIT CENTRE for your practice!

Finding new adviser sources of income is now becoming paramount, with traditional models of adviser remuneration coming under constant attack from all sectors.

Your role in the estate planning process can include:

  • initial meeting with your client;
  • reviewing the information collected and discussing it with your client;
  • formulating strategy;
  • arranging for signing and witnessing of documents;
  • assisting your client’s family after the death or incapacity.


Additionally, through our EPAdvantage program our associated law firm's estate planning lawyers can develop the necessary estate planning strategies for you.  It’s somewhat akin to having your own estate para-planner.

For more information about our EPAdvantage program and on how to turn estate planning into a significant revenue centre for your practice, contact us on (02) 8296 6266 or via email info@supercentral.com.au for a confidential discussion about the options available to you.

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