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:
Would you like access to this previous webinar? Email [email protected] to arrange to speak with one of our team.
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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)