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.
In order to make a valid Will, there are two basic requirements: The Will must be in writing. The Will must be signed in front of two witnesses. The Wills Act 1997 sets out further obligations on how to comply with the above requirements which can be quite technical. There are ways to prove a…Read More
Ever wonder what happens to your property when you die? Well, it all depends on how the property was owned during your lifetime. If you currently own property as joint proprietors with another person, this property will go to the surviving proprietor on the death of one. When this happens, we would complete an Application…Read More