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.
It is not uncommon for Wills to appoint more than one person as Executors- often adult siblings. And unfortunately, it is also not uncommon for siblings to fight. We see this regularly in estates where the siblings are both Executors but can’t agree or communicate on the running of the estate. So, what happens? Initial…Read More