Estate Planning For Life is a unique service that offers a systemized approach to identifying estate planning needs, documenting key information, and facilitating referrals to legal partners in the event of tragedy. With a focus on strengthening client relationships and expanding service offerings, this business provides industry expert ideas, real client stories, and tools to guide estate planning conversations. Originating from a client’s request to ensure his wife’s well-being in case of disability or sudden death, Estate Planning For Life has evolved into a sophisticated solution that helps advisers lead clients towards comprehensive estate planning strategies that adapt to life changes.
Founded on the principles of putting people first, Estate Planning For Life is dedicated to providing a practical “How To” guide for managing and transferring wealth for all Australians. Through a suite of tools and resources, this service aims to empower advisers to deliver personalized and scalable estate planning solutions that enhance client offerings and financial outcomes. With a history rooted in real-life experiences like assisting a widow through financial turmoil after her husband’s sudden passing, Estate Planning For Life continues to be driven by a commitment to serving clients with professionalism and care.
With a team of experienced professionals, including Certified Financial Planners and estate planning thought leaders, Estate Planning For Life stands out as a trusted partner for individuals and businesses seeking to secure their financial legacies. By addressing the complexities and emotional challenges associated with estate planning, this innovative service strives to alleviate stress and uncertainty for clients, ensuring that their wishes are documented and their loved ones are provided for in times of need.