FREE Webinar – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success (13 March 2025)

Holistic estate plan has been in recent times, a key part of the value proposition for many financial advisers, accountants and risk advisers.

Why? Our view (no pun intended) is that adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively with the specialist lawyer.

View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

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

1. all forms of testamentary trusts
2. enduring powers of attorney
3. Super proceeds trusts and SMSF wills
4. post death strategies
5. Memorandums of Directions

 

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

Session details

Date

13 March 2025

Time

10.00am – 11.00am AWST (WA)
11.30am – 12.30pm ACST (NT)
12.00pm – 1.00pm AEST (QLD)
12.30pm – 1.30pm ACDT (SA)
1.00pm – 2.00pm AEDT (ACT, NSW, TAS, VIC)

 

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)