The Estate Planning Implementation Program enables you to introduce estate planning services into your practice. This is a tailored program that is customised to meet your individual needs.

Estplan recognises the structural changes within the industry and focuses on utilising a family wealth management business model to achieve a positive outcome during this uncertainty.

An Estplan Mentor will work to identify your requirements by conducting a Baseline Analysis which is the foundation for the development of the Implementation Program. The Plan delivery component of the process is focussed on successful introduction of estate planning.

Benefits

1. The Estate Planning Implementation Program is completely tailored to your needs and can be used for small and large practices.
2. It provides you with an understanding of the current status within the organisation.
3. The Baseline Analysis helps provide a cultural assessment to determine the fit for estate planning services. This includes evaluating practice ability to change, cultural resistance to change and strategy, operational, systems and skill requirements.
4. The Program will also assist you with
   1. Shaping the estate planning conversation with clients.
   2. Client approach messages.
   3. Client engagement tools.
   4. The estate engagement process and supporting tools including document assembly systems to minimise administrative burden.
   5. Introducing and seamlessly delivering estate planning as part of your service offer.
   6. Pricing the service appropriately.
   7. Compliance and PI risk review
5. Your Estplan Mentor will help you identify and change processes to enable successful introduction of estate planning.

A Strategic Framework for the development of Estate Planning

The Estate Planning Implementation Program provides the basis of plan recommendations. The strategic framework is described below:

Estplan works to provide solutions to build estate planning competency in your practice model. The plan provides practice management with the strategy to fill the gaps identified in the baseline analysis. These gaps can be in marketing, practise management, compliance or systems. Estplan Mentors can assist whenever required.

Call us on 1300 ESTPLAN to speak to team members about starting an Estate Planning Implementation Program for your practice today.