As a Client

What's in it for you?

Estplan believes:

• That clients need to understand that Estate Planning is far more than just a will. It is about multi generation wealth management strategies and as such should take into account your whole family.

• That clients need to communicate their interest in managing their estate and affairs across generations, geographies, family and community boundaries to the professionals with whom they work. Your advisers should be asking you these questions.

• That clients cannot be expected to be the integrators of all their advisers and the manager of all their affairs. Which of your advisers has asked for and is competent to take a ‘lead adviser' role?

• That clients need to be given the choice of how much responsibility they are prepared to assume for the management of their affairs.

• That clients need advisers to work efficiently around their affairs and not be pushed from adviser to adviser with sole responsibility for integrating each service into the management of their affairs.

In these turbulent times, an increasing number of clients need more help in managing their affairs rather than just assistance in accessing appropriate financial products and services.

Clients are now looking for assistance in managing (as appropriate to their circumstances):

• Personal and Family Representation and Succession
• Family Continuity, Governance and Legacy
• Wealth Preservation, Enhancement and Transfer
• Business Ownership and Control
• Financial Security and Compliance

Clients are demanding their estate advisors have sufficient skills to assist them with these issues, in conjunction with complementary estate service professionals as needed.

Clients need to be educated by their advisers to understand the necessary systemic complexity to which their affairs are subject including:

• Family Systems
• Property Ownership Systems
• Business Systems
• Social and Community Systems

Estate services professionals need to help clients navigate the choices they have in managing their affairs to respond to their risks, needs and the embedded complexities in their lives.

If your advisers are not doing this for you, perhaps we can point you in the direction of someone who can.

Estplan is training professionals to do this.