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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

Aged Care, Granny Flats & Estate Planning

July 19, 2019

If you or a parent are entering Aged Care, it can be overwhelming. Quite apart from the emotional upheaval, the financial implications can be complex, and good quality financial advice is a must. But equally important is making sure you review your estate planning at the same time. You need to make sure your Will…

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When Is Probate Needed?

July 1, 2019

One of the main questions we get asked by clients is ‘do I need to get Probate?’. The answer is not always a simple yes or no. To determine whether or not probate is needed we need to look at what assets were held by the deceased at the time of their death. Before banks…

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