The purpose of this check is to give advisers a framework to follow when in the implementation stage of estate planning to their practise. Market research shows that many advisers complete an estate planning training course only to fail in the implementation stage when they return to their office. Central to Estplan’s role is providing support to advisers at this stage of their development. The list is not in the order of importance.

 

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Action	Description	Estplan Support
Completing an implementation strategy	To give you a step by step process to introduce estate planning to your practise	Implementation check list and/or The Program Plan
Compliance	Meet all the compliance requirements in an estate planning strategy	Learning Centre (LC)– Compliance module
Staff training	Training your support team in their roles in the process	LC – Practise Development module
Administration support	Having the right administration systems in place to support strategy	LC – Practise Development module
Marketing strategy	What changes are needed in our marketing to support strategy?	LC – Marketing module
Fact Finding	What client fact finding tools do we need?	LC – General resources – fact Finder
Client Discovery	The questions we need to ask to identify client estate planning risks	LC - Interpersonal skills module General resources – Trigger issues Communication Tool Box
Interpreting the client data	How do we interpret the client data to prepare an estate strategy?	LC - The Process of Estate Planning
Estate Strategy plan	How do we prepare an estate strategy plan	LC - The Process of Estate Planning
Family meetings	The guidelines for family meetings	LC Interpersonal Skills module – lesson 5
Adviser collaboration	How do we manage the collaboration process	LC – Delivery of estate planning EP First Class - Forum and Directory
Case studies	To get help from case studies	Case Study Central LC – general resource
Reference material	Using reference material to support strategy	LC - Glossary of terms General Resources LexisNexis - A Practical Guide for Estate and Financial Service Professionals Second Edition
Help	Where can I get added help if needed	Call 1300 ESTPLAN to talk to a team member EPFC - Forum