WEBINARS

ESTATE PLANNING MADE EASY – 3 PART CPD TRAINING SERIES

Register for our complimentary 3 part, CPD accredited training series and learn how to easily incorporate Estate Planning as a service offering for your clients, without assuming the legal risk associated with the documentation and advice.

WHY ESTATE PLANNING?

Estate Planning provides you with a perfect opportunity to ensure their client’s entire wealth plan is considered, enables you to consolidate their client base and also opens up access to intergenerational clients. Importantly in the current revenue environment, it provides your firm with a valuable additional source of income.

REGISTER FOR OUR COMPLIMENTARY TRAINING SERIES

Register for our complimentary CPD accredited training series – Estate Planning Made Easy – where over three live session Topdocs, The Legal Hub and our partner legal firm McInnes Wilson Lawyers will show you how you can adopt a facilitation Estate Planning model into your firm, whilst ensuring that at all times the legal risk associated with the documentation and advice is assume by our legal panel – providing you and your clients with great outcomes.

In the first of our series, we will explore why estate planning is such an important component of your client’s overall financial wealth plan and how its incorporation into your practice can provide you with a range of benefits including increased revenue, access to intergenerational clients and greater corporate compliance.

Importantly, we will also provide you with the practical steps to easily incorporate Estate Planning as a valuable addition service to your clients via our adviser facilitation model.

In the second presentation of our series, we will examine the key reasons why your clients should put a Will in place, arming you with the knowledge to encourage your clients to have their estate planning documentation prepared to protect their interests after their death.

We will also examine the key aspects of Wills, including:

≻ the role of the executor and guardian
≻ key aspects of Testamentary trusts
≻ catering for beneficiaries with special needs
≻ how to avoid challenges to the Will
≻ what a Will can’t cater for (non-estate assets)

In our final session, will examine how you, as a trusted adviser, can ensure that your clients wishes in relation to the management of their assets, care and lifestyle, can be effectively documented before they lose the capacity to continue to make these decisions themselves.

We will also explore Non-Estate Assets and how control and management of the structures holding these assets can be dealt with as part of the greater estate plan for your client.