Estate Managment

Assist client families to deal with the demise of a parent and support them through estate management and administration.

EM 1.0 Checklist - Estate Management

A checklist of issues to consider for clients in this phase of the 3rd Age.

EM 2.01 The Role of Trustees & Administrator

Paper discussing the role of a Trustee and Adminstrator of an Estate.

EM 2.02 Dealing with the death of a client

Paper discussing practical tips for dealing with the death of a client and methods for retaining the family's business.

EM 3.01 Introduction to Estate Management

A brief introduction to this lifestage and its importance to your client's peace of mind.

EM 5.01 Case Study - A New Beginning

Case study on helping a surviving spouse practically in their time of grief.

EM 5.02 Case Study - A Blended Family Estate Solution

Case study demonstrating the complexity of an estate allowing for the provisions of a blended family situation

EM 7.01 Estate Management - An interview with Robert Monahan

An interview with Robert Monahan of Monahan Estate Planning regarding the issues and pitfalls around Estate Planning.

EM 7.02 Estate Management - An interview with Bill Mills

An interview with Bill Mills of Price Financial Intelligence regarding the development of a Post Retirement Services offer and the provision of Estate Management services.