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Estate Planning Guide and Testamentary Manual - Condensed Form
An estate plan helps your client's protect what matters most.
Our Estate Planning Guide and Testamentary Manual (condensed), helps you through the first part of the estate planning process.
We can help you get informed, organised, to start the estate planning process. It enables you and your client to gather the right information and paperwork for the estate plan.
If the development of an estate planning service is currently out of the scope of your business, or you prefer our lawyers to liaise directly with your client you can use our direct referral service. Or simply email us with your client’s details and we will assist them. The choice is yours. Either way, we keep you fully informed of your client’s progress.