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:
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 customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
PODCAST: #92 – Key Estate Planning Lessons from Ultra High Net Wealth Families
PODCAST: #87 – Ousting the Outlaws in Estate Planning
Listen to View’s previous episodes here.
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