Want to offer estate planning to your clients, but you either don’t specialise or don’t know where to start?
We can offer tailored estate planning packages (and processes with you) to your clients leveraging from efficiencies created due to your professional skills, knowledge and understanding of your client’s circumstances.
- ensures legal responsibility lies with us;
- reduces our fixed prices to assist clients;
- allows advisors to maintain the client relationship; and
- allows clients to benefit from our collaboration.
Our packages are offered based on the following efficiencies you can provide:
All estate planning legal advice and recommendations are made from Chat Legal Pty Ltd to the client and an invoice will be issued from Chat Legal Pty Ltd directly to the client. You will be considered an agent of the client for the purposes of our communications.
Our standard price list for such services can be found here and below: