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Estate Planning: The market has moved and it’s a whole new ball game

Document Signing (small)

As we see the security that we all thought we had around these important things waiver and decline, now is the time that your clients are looking for solutions and outcomes.

At our Wednesdays With Redchip webinar in April, our experts stepped through how you can generate additional revenue for your practice by giving you practical insights into Estate Planning.

See below the presentation slides from the webinar or download them here.


 

This presentation was prepared and delivered by our private clients team members Ian Tindale, Director and Associate Director, Emily O’Brien.

The practical insights into Estate Planning included:

• Breaking down Estate Planning and making it easy to discuss with your clients;

• Showing you the line in the sand between what is legal advice and what isn’t; and

• Practical case studies that will help you guide your clients through their Estate Planning journey

We host Wednesdays With Redchip on the third Wednesday of each month.

Our next webinar will be held on Wednesday 20 May: PPSR – Personal Property Securities Register: SHOW ME THE MONEY. Click here to register.

Please get in touch with our team if you have any follow up questions to the content provided

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