Holistic estate planning arguably has been, and remains, the definition of ‘so hot right now’.
A key part of the story of strategic advisers, particularly as the entire baby boomer generation cohort enters the last phase of their life span, is probate and estate administration.
This session will explore how financial advisers, accountants, risk advisers and other lawyers can leverage View’s estate administration and probate platform to radically expand their holistic estate planning related offerings; and – arguably more importantly – get off risk.
In particular, the webinar will step through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:
- The main steps in obtaining probate
- Opportunities for advisers delivering facilitated estate administration solutions
- Pricing of estate administration products
- Examples and story sharing
For access to more webinars and resources join one (or all) of the View Communities.
Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.
Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.
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 customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
- PODCAST: #56 – Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution
- PODCAST: #34 – Adviser facilitated Probate and Estate Administration
- Listen to View’s previous episodes here.
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