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LATEST VIEW LEGAL BLOG

  • Financial Advisers to become qualified witnesses – Young Guns (do not necessarily) go for it **
    Financial Advisers to become qualified witnesses – Young Guns (do not necessarily) go for it **
     Very positive to see the announcement last week that financial advisers will be granted the status to witness a Commonwealth statutory declaration.   A step that sees advisers become the ”equal” of medical practitioners, justices of the peace and lawyers.   And arguably a long overdue iteration to provide an easy and far more cost effective way for customers to have documents witnessed. And yet it must be asked, when will all states follow this lead?   Particularly in the (state regulated) estate planning space, one of the single biggest roadblocks we see is the witnessing of attorney docu …
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