Research indicates that in 2011, most advisers identified the introduction of estate planning as a top priority for their practice. Traditionally, the introduction of an estate planning service often failed at the implementation stage.

To assist you achieve the aim of successfully introducing an estate planning service into your practice, Estplan has developed a comprehensive, affordable, estate planning implementation package enables you to acquire competencies for yourself or your staff and access implementation support to generate assured returns.

This service includes a choice (listed below) from our range of premium estate planning courses, implementation tools, assistance with collaboration and guidance for practice development. 

The package can be tailored to suit your requirements. 

Competency

At least 1 person in the practice needs to complete or should have completed the 2 day GP course or the 6 day program. Choose from the options listed below (one option only).

1. Estate Planning General Practitioner Course.
2. Implementation Course (X 2)
3. Awareness Course (X 2 for staff)
4. Foundation Course (X 4 for staff)

Mentoring

EPIP Program - Baseline Analysis and Report

And 

4 X 1 hour Mentoring sessions to ensure action items are followed through and to assist with implementing change.

Wordfusion

Single Client Will X 5

And

Partner Will X5

Marketing Assistance

Website text

And

Brochure template

And

Quarterly Newsletter  X 4

And

Learning Centre access for staff training

All this at a low monthly fixed price. ( A 12 month commitment applies).

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