Estate planning
and legal services

We can help you expand your service offering, increase revenue and seal in the goodness of your relationship with your clients through integrating a comprehensive estate planning offering into your practice.

A key reason your clients seek financial advice is to gain some confidence and certainty when it comes to their financial affairs. And whilst all advisers know that absolute certainty in financial planning is not possible –  there are two absolute certainties in life. Death and taxes.

While many advisers address the latter well in their advice to clients –  we often fall short when it comes to the issue of planning for death –  and the myriad of other estate planning related issues.

Good estate planning is more than just a will –  and it involves more than even the best solicitor is capable of advising on fully.  Before even addressing loss of capacity issues, a good estate plan involves decisions around superannuation benefits, the number and structure of testamentary trusts, and how the structure of assets now and in the future will impact the estate and any likely claims. 

Good estate planning also involves a proper collection of financial data, gaining a proper understanding of client wishes and helping guide decisions in a manner that addresses the many emotional issues that can come into play.

Don’t leave it to chance by simply telling your clients to get their estate planning affairs sorted. We know that, left to their own devices, most clients will just keep putting it off. And don’t send them off to a solicitor who will gain the benefit of your clients’ future referrals.

Our team at Wealth Adviser Legal Services has developed a training program and series of processes to give you the confidence and structure to deliver comprehensive estate planning services and solutions to your clients with confidence. We will also provide you with materials that you can give to your client so that they can dive into the process right away. 

By working together, we can help your clients with both death and taxes.  Together we can help them to have a better plan for their retirement that includes health care and decision making later in life, as well as tax sensitive structures for their family in their will. 

Most importantly at the end of the process when the client is relieved at having taken care of this mammoth task the kudos and referrals will be yours to benefit from.

Our estate planning and legal services are available to boutique licensees, self-licensed practices, and CARs/ARs on a per client and time and attendance basis.