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

Looking After Vulnerable Beneficiaries- Protective Trusts

Looking After Vulnerable Beneficiaries – Protective Trusts

September 21, 2021

Many clients come to us with questions about how to look after someone with particular needs after their death. This could be an adult child with a disability or an adult child whom you are concerned will simply waste their inheritance. Whilst there are several options for these beneficiaries depending on your circumstances, one of…

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Guardianship of your children

September 6, 2021

A guardianship clause in your Will is your opportunity to nominate who will look after and care for your children when you die. The guardianship clause in your Will is an indication of your wishes only and as such is not binding. The person you have appointed as your guardian can be challenged by an…

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