It is recommended that you review this document in conjunctions with the lifestage checklists. Each lifestage has a complimentary checklist which outlines the requirements and process to comprehensively service that market. The Practice enhancement section also provides valuable tools to support your strategic development.

The purpose of the 3AS planning pathways is to help you select the documents you need to help prepare a plan for a specific target market. In this document we provide you with pathway to enter the estate planning market.

 If you require assistance using 3AS please review Navigating 3AS, This email address is being protected from spambots. You need JavaScript enabled to view it. or call 1300378752.

Section

File

Description

File Type

Introductory content

Intro 1.01 - Estate Planning Implementation Checklist

The Estate Planning Checklist helps provide a step by step process to introduce and integrate this service into the practice.

 

Document

Peak Accumulation

PA 5.01 - Case Study: When you Don't Help Clients Plan

 

This estate case study demonstrates the repercussions that occur when a practice principal fails to plan.

 

Document

Peak Accumulation

PA 6.02 - Conversation Scripts: Introducing Estate Planning

 

This conversation script guides you through the conversation you need to have regarding estate planning.

 

Document

Peak Accumulation

 

PA 2.04 - Estate Management - Managing Collaboration

 

Defining the role of the lead adviser in Estate Planning

Document

Templates

4.1 - Estplan Fact-finder

 

Fact-find with a focus on estate planning

Document

Templates

4.6 - Estate Planning Trigger Questions

Questions that help trigger the estate planning service offer.

 

Document

Template

8.5 - Estplan Communication Guide

A guide to help build empathy with clients.

 

Document