$275.00 – $2,995.00 inc. GST
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.
This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in holistic estate planning areas such as:
Please click here to send an email question to us, or simply ask us on the day.
13 March 2025
10.00am – 11.00am AWST (WA)
11.30am – 12.30pm ACST (NT)
12.00pm – 1.00pm AEST (QLD)
12.30pm – 1.30pm ACDT (SA)
1.00pm – 2.00pm AEDT (ACT, NSW, TAS, VIC)
If you can’t make it, purchase at least the ‘Our most popular’ package to secure a recording.
NOTE: Pricing for registration packages applies on an office by office basis – i.e. up to 10 registrants at a single office location, with only one charge applicable. If you would like to register more than 10 team members please email [email protected] for pricing.
| Package features | The Works | Business Class | Our most popular | Just the basics |
| Registration for the webinar | ● | ● | ● | ● |
| Copy of the slides from the presentation | ● | ● | ● | ● |
| Latest ebook ‘Inside Stories’, featuring over 40 topical insights into strategic tax planning, asset protection, estate planning and succession arrangements from the previous 12 months | ● | ● | ● | ● |
| Secure weblink of the audio and visual recording of the webinar | ● | ● | ● | |
| A copy of a detailed paper addressing all substantive issues discussed during the webinar (over 5,000 words of technical content) | ● | ● | ● | |
| Answers to 3 additional questions triggered by content delivered in webinar raised within 5 days of the webinar | ● | ● | ● | |
| Priority given to answering all questions posed (‘The Works’ followed by ‘Business class’ registrants) during the webinar | ● | ● | ||
| Access to any 2 previous View webinar recordings | ● | ● | ||
| Edited transcript of the webinar | ● | ● | ||
| Paperback copies of any four books | ● | |||
| An additional 90-minute interactive online presentation further exploring via case study example the topics addressed in the webinar, exclusively for your firm, at any time in next 6 months | ● | |||
| ‘Just the basics’ package registration to all webinars presented by View Legal for next 9 months | ● | |||
| Price (GST inclusive) | $2,995 | $1,320 | $495 | $275 |
A link with details for accessing the webinar will be sent to the email address used on checkout.
Want access to more content? Become a member of View Communities.
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)
