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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

conveyancing conveyancer melbourne

Property Ownership

May 13, 2019

When purchasing a property one of the most important questions you will need to ask yourself and put your mind to is the way you would like to own the property. There are four main forms of ownership. These include sole proprietorship, joint tenants, tenants in common in equal shares and tenants in common in…

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Jointly Owned Assets

Jointly Owned Assets & Death

October 1, 2018

Many people are surprised to learn that assets held jointly with another person usually do not form part of their estate when they pass away. In fact, some surprising things can happen with jointly owned assets which you may not be aware of. Let’s take a look at some of the more common ones. Real…

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