-
A systemised approach to engage clients, identify estate planning needs, document the key information, facilitate referral to legal partners and assist in the event of tragedy in 5 stepsTHE EPFL PROCESS
LEARN MORE -
Strengthen client relationships, expand your service offering and become the trusted adviserWHY ESTATE PLANNING?
LEARN MORE -
Ideas from industry experts, real client stories and tools to help your estate planning conversationsKNOWLEDGE CENTRE
LEARN MORE
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...
Download your free eBook
The first practical “How To” guide for managing and/or transferring the wealth of all Australians.
Increase your estate planning knowledge
We'll send you knowledge packed updates around industry best practices.