In the second article in the series, Gil discusses what a information a client needs about their financial and personal situation if a crisis strikes, and how advisers, helping clients to collate this information, can move into the position of trusted adviser. Gil also introduces an engagement idea – […]

Estate Planning Services – A New Approach

  This is the beginning of a series of articles Gil will be writing for the FPA Magazine in relation to Estate Planning. In this article Gil presents the case for Estate Planning as a service offering for accountants and advisers. Click here to read about the increasing importance of this […]

The Case for Estate Planning Services

Estate Planning For LifeAn efficient, easy-to-use, online system which enables advisers to take on a project management role and gain a holistic view of the client’s estate planning situation.New feature – simplified ‘lite’ processOption to conduct the full estate planning process with multiple reports or a ‘lite’ version for less complex clients with a new ‘lite’ report.Learn […]

New version of Estate Planning for Life released