Once you are part of the community you have access to the proven framework to immediately shift risk from your business and increase your revenue.
Adviser focused tools included in your membership, help you to maximise value from your customer base, while meeting your compliance obligations.
Step-by-step checklists help ensure you and your customers successfully achieve their estate planning goals.
Want to understand how this works for your business and the resources that you get access to?
Please book a discovery call via the button below.
Supporting you, as your customer’s trusted adviser, is View speciality and with a ‘SPS’ – service and price satisfaction – guarantee, your business has certainty of price, upfront.
Some specific solutions are listed below.
If you would like to talk about these solutions for your customers click the button below to provide your contact details.
Are you ready to reduce your risk and integrate estate planning into your business?
Book via the button below.
Not sure which solution is best for your customer’s circumstance?
Often accountants, planners and lawyers ask us what solutions are available for their customer’s unique circumstance.
For example, does View work direct with law firms? As an adviser how do I know if I can use the facilitated estate planning solution or not?
The below matrix can assist you, or your team, decide the most likely next step to providing your customer with the most appropriate support and solution.
Still not sure?
Complete a free review and the View team will complete an obligation free review to provide guidance for the most appropriate next step.
| Feature | Bespoke Referral | Adviser Facilitated | Inhouse Legal Counsel | Documentation Only |
|---|---|---|---|---|
| Commonly used by | Lawyers, accountants, financial planners | Accountants and financial planners | Lawyers and accountants | Lawyers |
| Overview | Traditional referral-based legal solution | Preparation of documents and advice to client, with facilitation by client’s trusted adviser | Preparation of documents and advice to adviser with no client involvement | Preparation of documentation with no advice |
| Branding on documents | View Legal | View Legal or co-branded with adviser | View Legal or white-labelled | View Legal or white-labelled |
| Level of adviser involvement | At discretion of adviser | High level of facilitation involvement | High level of involvement, primary focused on facilitation | Entire process, other than document production |
| Format for provision of instructions | Web-based or in person | Web-based | Web-based or in person | Web-based |
| Pricing structure | At least 3 fixed price service level package alternatives offered. All pricing provided up front and service guaranteed on an agreed scope of work. | At least 3 fixed price service level package alternatives offered. All pricing provided up front and service guaranteed on an agreed scope of work. | At least 3 fixed price service level package alternatives offered. All pricing provided up front and service guaranteed on an agreed scope of work. | At least 3 fixed price service level package alternatives offered. All pricing provided up front and service guaranteed on an agreed scope of work. |
| Appropriate for | Advisers seeking specialist advice on a discrete situation, without playing a major facilitation role - secure in knowledge they will retain ongoing relationship with client | Advisers wanted a specialist legal solution while retaining control of the process | Advisers wanting peer review or specialist advice on discrete issues, without their client’s involvement | Advisers comfortable providing legal signout on documentation produced by View Legal |
The founders of View Legal are committed to building a law firm that our friends would choose.
View Legal is results focused and passionate about delivering solutions in a way that aligns with our ‘SPS’ – service and price satisfaction – guarantee.
Find out more about our approach to legal solutions – a new view.
We have set out to fundamentally and radically revolutionise access to a significant amount of adviser-centric content. To ensure that trusted advisers have the support that is needed in implementing holistic estate planning solutions for customers, an online community has been established. The community enables advisers to deepen their understanding of how to position value for their customers and how advisers can assist achieve a customer’s estate planning needs at all points of the life cycle.
To find out more and to get access, press the button below.
