#66 – Adviser Facilitated Estate Planning: A story focusing on monetising your offering and managing the risk

Estate planning is widely considered the ‘go to’ value add for many advisers.

 

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s facilitated estate planning platform to monetise their offering; while managing risk.

 

This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as:

  • all forms of testamentary trusts
  • enduring powers of attorney
  • Super proceeds trusts and SMSF wills
  • post death strategies
  • annual estate planning health check

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:

Listen to View’s previous episodes here.

Dyan Burgess

Dyan Burgess

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