Adviser Facilitated Estate Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution (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:

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

 

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

Alternatively, want access to even more content? Become a member of View Communities.

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)

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