Holistic estate planning arguably has been, and remains, the definition of ‘so hot right now’.
A key part of the story of strategic advisers, particularly as the entire baby boomer generation cohort enters the last phase of their life span, is probate and estate administration.
This session will explore how financial advisers, accountants, risk advisers and other lawyers can leverage View’s estate administration and probate platform to radically expand their holistic estate planning related offerings; and – arguably more importantly – get off risk.
In particular, the webinar will step through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:
We will allow for significant attendee participation, including answering of questions submitted during and ahead of the session. Please click here to send an email question to us, or simply ask us on the day.
14 March 2024
1.00pm – 2.00pm AEDT (ACT, NSW, TAS, VIC)
12.00pm – 1.00pm AEST (QLD)
12.30pm – 1.30pm ACDT (SA)
11.30am – 12.30pm ACST (NT)
10.00am – 11.00am AWST (WA)
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)
Your unique link for the webinar will be sent via Zoom direct to your email (please check your junk folder).
We allow for significant attendee participation, including answering of questions submitted during and ahead of the session. Please click here to send a question, or type into the chat box or the questions box during the webinar.
If you can’t make it, or your plans change, still register now and we will send you a copy of the recording after the event.