We are currently developing documents which will enable you to seamlessly introduce estate planning into your practise.
Demand for estate planning is growing exponentially — fuelled by an aging population and intergenerational fund transfers. Estate planning is a service that requires complementary teams of accountants, lawyers and financial advisers.
Our alliance partner — Estplan — is a premium family wealth management education and implementation services provider. Their courses offer a sound framework that integrates financial, legal and taxation knowledge to enable competent estate planning advice for the client. You can do a 2 day course, then decide to become a specialist by completing 4 additional days. The 6 day course is accredited by the University of Technology Sydney. Each course helps you position yourself as the lead adviser for your client. You can use the Estplan website as a supportive community for complementary estate planning professionals.
Cleardocs clients who book and pay for one of the courses listed below receive 10% off the 2-day course fee. To get the discount, please tell Estplan you are a Cleardocs customer when you book.
General Practitioner Course (2 days) http://www.estplan.com.au/services-and-products/products/2-day-gp-course.html
For more information email firstname.lastname@example.org or call 1300 ESTPLAN.
The legal information and commentary on this site is general only. Documents ordered through Cleardocs affect the user's legal rights and liabilities. To assess their suitability for the user, legal accounting and financial advice must be obtained.
For more information, contact Maddocks on (03) 9258 3555 and ask to speak to a member of their team.