FREE Webinar – Adviser Facilitated Estate Administration and Probate: Stories of Success (14 March 2024)

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:

1. The main steps in obtaining probate
2. Opportunities for advisers delivering facilitated estate administration solutions
3. Pricing of estate administration products
4. Examples and story sharing

 

Please click here to send an email question to us, or simply ask us on the day.

Session details

Date

14 March 2024

Time

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)

 

Please register below for the webinar

 

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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)