New: Estate Planning Services Launched

New: Estate Planning Services Launched

If the development of an estate planning service is currently out of the scope of your business, you may like to use our direct client referral service. Our lawyers can liaise directly with your client, anywhere in Australia. We pay special attention to direct client referrals, and are mindful of the reputation of the professional who sent them to us.  

We keep you informed throughout the process

In addition to taking great care of your clients, once we have their consent, we’ll ensure that you’re kept up-to-date as their estate planning develops. You’ll be very welcome to provide comment or clarification, which could help the process along.

Tools to support you and your client

Once your client's estate plan is completed, we’ll provide you with copy documents through your firm’s SUPERCentral account vault, and our Adviser Letter of Advice will help you to understand how the estate plan is structured, and why it was prepared in that way. Most advisers charge a fee for service, for facilitating the estate planning service, and assisting the client with the signing of their estate planning documents.

This equips you to answer questions from your client in the future, or to direct them back to us, when you see their personal or financial situations have changed, and when they need to vary their plan or testamentary documents.

Refer your client online 

It is easy to directly refer a client – simply complete a short online form with your client details or give us a call on (02) 8296 6266.