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

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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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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