27 March 2020 Amelia Rees

#47 – Adviser Facilitated Estate Planning – Your Questions Answered

In this podcast, the View Legal team explore the following topic ‘Adviser Facilitated Estate Planning: Your Questions Answered’ which was held on 12 March 2020

During this webinar, you will learn about Adviser Facilitated Estate Planning: & the Seven Steps to Successfully Implement View’s Turn-key Solution

Holistic estate plan has been in recent times, a key part of the value proposition for many financial advisers, accountants and risk advisers. Why? Our view (no pun intended) is that adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively with the specialist lawyer.  View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

  1. This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as:
    all forms of testamentary trusts;
  2. enduring powers of attorney;
  3. super proceeds trusts and SMSF wills;
  4. post-death strategies; and
  5. memorandums of directions

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

  1. View apps
  2. Weekly View blog
  3. Published View books

 

Related articles

The 7 Steps To Success – Implementing View’s Turn-Key Adviser Facilitated Estate Planning Platform

Success in Structuring Virtual Roadshow 

Listen to View’s previous episode here.

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