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Request your FREE Estate Planning client engagement kit

Our Estate Planning client engagement kit assists you to drive engagement with your clients, encouraging them to contact you in relation to their Estate Planning needs.

Provided to you free of charge, and branded with your corporate colours if you wish, our client engagement kit consists of:

  • An editable client letter, directed to your clients, that outlines the reasons why estate planning is important for them;
  • An estate planning overview brochure; and
  • A questionnaire designed to encourage your clients to contact you regarding their estate planning needs.

To receive your FREE Estate Planning client engagement kit simply provide your contact details below and a member of team will get in contact with you.

If you would like to have your kit branded, please also upload a copy of your company logo.

Request a Estate Planning client engagement kit
  1. Your Name(*)
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  2. Your Company Name(*)
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  3. Your Email Address(*)
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  4. Your Phone Number(*)
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  5. Do you want your documents branded?(*)
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  6. If you are affiliated with a dealer group
    or an advisory group – please state
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