Partnering with Financial Planners
Legal Essentials works with Financial Planners to address their client's needs for Estate Planning.
Referral Partners can log into a secure portal and fill out information for their client(s) during their financial planning meeting. This information then comes to Legal Essentials for us to draft the required documents for the clients.
If you would like to partner with Legal Essentials, please contact us and we will arrange a login for you.
With superannuation being a major part of most people’s wealth, it is usually a surprise to learn that it doesn’t automatically pass according to your Will. The following article is a sadly perfect illustration of this, and why just doing a Will isn’t enough. Planning for superannuation by doing considered Binding Death Benefit Nominations is…Read More