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

Who should I name as my Superannuation beneficiary?

Who should I name as my Superannuation beneficiary?

November 17, 2021

As part of our estate planning services, we will talk to you about your superannuation and if you have a binding death benefit nomination in place. Generally, your superannuation does not form part of your estate and is not distributed under your Will. If you do not have a binding death nomination in place upon…

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Electronic Witnessing of Wills and Powers of Attorney

Electronic Witnessing of Wills and Powers of Attorney

October 20, 2021

Last year was a difficult year for Wills & Estates lawyers. When COVID-19 hit, lawyers had to work from home and could no longer have face-to-face meetings with their clients. A big problem quickly arose, how could our clients sign their Wills in front of two witnesses when they were unable to leave their homes…

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