THE EPFL PROCESS

A systemised approach to identify estate planning needs, document the key information, facilitate referral to legal partners and assist in the event of tradgedy

WHY ESTATE PLANNING?

Strengthen client relationships, expand your service offering and become the trusted adviser.

KNOWLEDGE CENTRE

Ideas from industry experts, real client stories and tools to help your estate planning conversations

ABOUT EPFL

Estate Planning For Life is a new kind of service that was born with a request by one of Gil’s clients. Bill wanted to make sure his wife was properly looked after if he became disabled or died suddenly, we worked with Bill...

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The first practical “How To” guide for managing and/or transferring the wealth of all Australians.





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