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.
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…Read More