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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.

Recent Articles

mobile will sms

Unsent SMS can be considered a Will!

October 23, 2017

Would you have thought an unsent SMS could be a Will? Well, the Courts think so! Have a read of this fascinating article to see how that came about.  It goes to show the importance of making sure a Will is done properly. Whether or not the gentleman in question actually intended his unsent SMS…

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estate planning

Estate Planning: it’s crucial to get right

August 28, 2017

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…

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