#57 – Business succession (without insurance): Easy as A, B, C

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In this podcast the View Legal team explore the following topic ‘Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution’  which was held on 17 March 2021.

Estate planning is widely considered the ‘new black’ for many advisers.

The ‘next wave’ for advisers, particularly as the baby boomer generation enters the last phase of their life span, is probate and estate administration.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s estate administration and probate platform to radically expand their estate planning related offerings.

This webinar will step through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:

  • Explaining the key steps in obtaining probate
  • Exploring the primary area for opportunity for advisers delivering facilitated estate administration solutions
  • Pricing of estate administration products
  • Numerous case study examples.

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

Also, the case Matthew mentioned in relation to changing the jurisdiction of a trust to South Australia from 2020 was Clarke v Ebdon [2020] SASC 67, our case summary will be shared into the closed group feeds of our TechniView and AdVIEWser 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: 

View apps

Weekly View blog

Published View books

Related articles and resources:

Adviser Facilitated Probate and Estate Administration

Probate and Estate Administration – Everything You Need To Know

Overview of Probate and Estate Administration

Listen to View’s previous episode here.

Dyan Burgess

Dyan Burgess

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