Our research indicates that the introduction of estate planning into a practice  traditionally fails at the implementation stage. Estplan has recently introduced an implementation workshop to assist advisers who have completed estate planning courses to introduce a family wealth management business model underpinned by estate planning.

 

This course offers a tested methodology to help advisers initiate change internally and develop a collaborative estate planning strategy. Delivered by a team of experts with proven business acumen, this implementation workshop is effective, thoroughly researched and achieves positive commercial outcomes.

 

You can choose between a half day workshop focussed exclusively on estate planning processes, implementation and collaboration or attend the whole day, which includes preparing your practice strategy, transactions and operations to introduce a family wealth management service.

 

 

Contact us for more information on 1300 ESTPLAN or send us an This e-mail address is being protected from spambots. You need JavaScript enabled to view it if you would like us to send you a brochure. An Estplan representative will be in touch shortly.