#34 – Adviser facilitated Probate and Estate Administration

10-october-webinar-800-x-800This is a podcast of the webinar ‘An Asset Protection Master Class’ held on 18 October 2017.

View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

We are excited to confirm that the platform now offers, nationwide, a comprehensive adviser centric solution for probate and estate administration.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s platform to radically expand their estate planning related offerings.

Find out how the platform can allow you to deliver facilitated probate and estate administration solutions, safe in the knowledge that the legal documents will be delivered by one of the leading provider in the space – with all products being priced on an upfront and service guaranteed fixed price basis.

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#33 – An Asset Protection Master Class

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This is a podcast of the webinar ‘An Asset Protection Master Class’ held on 13 September 2017.neourban hipster office desktop

The need to take active steps to protect assets and wealth is longstanding.

Arguably however, those concerns have never been taken more seriously by a greater number of people than they are currently.

To many people, asset protection means being able to control assets or have access to assets which the person does not legally own, such that if the person is successfully sued these assets will not be available to be used to recompense the successful litigant.

However this is only one aspect of a comprehensive asset protection strategy.

This webinar explores the key foundations to achieving best practice asset protection, deeply exploring the often used mantras –

  1. In times of peace, prepare for war
  2. Begin with the end in mind
  3. Prevention is better than any cure
  4. Measure twice; cut once

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