What our clients are saying:
Did you know we also work in with
Financial Advisers and Accountants
as their estate planning solution?
And it actually works quite nicely. Financial Advisers focus a lot of their attention with clients on wealth creation and wealth protection and that’s completely appropriate. What advisers are starting to consider, however, is what happens (legally) when someone passes away? What are the knock-on considerations as part of the Financial Adviser’s Code of Ethics? What if the client’s 3 year old son stood to inherit 2 x life insurance policies, the net value of a house and 2 x superannuation balances? That would be pretty horrific!
Our job is to work in with the client’s existing advisers/accountants to close the loop in terms of estate planning matters. We create a solution that is in line with the financial planning advice and step in as an extra set of arms and legs to provide the estate planning education, strategy considerations, data entry and liaison services with View Legal. And the best part of all of this is that View Legal still provide legal advice to your clients before creating the documents. And that’s a service you just don’t find with DIY or online solutions.
If you are a financial adviser or accountant and would like to know more, please send us an email to arrange a Zoom call.