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.
I get this question fairly often from slightly baffled and even frustrated clients who have tried to read through their Wills and found they get stuck on some of the wording. After all, they reason, this is my Will, shouldn’t it just say what I want in simple terms?! And I feel for them! …Read More
When you own a property or part of a property in your own name, your Will controls what happens to that property. We often see clients wishing to provide a loved one (usually a spouse) with the ability to live in that house, and yet still ensuring that the house ultimately ends up with someone…Read More