RetireLaw knows Estate Planning, Succession Law and the other legal sub-disciplines.
It’s all we do.
Our solicitors work with accountants, financial planners, and other professional advisory firms to provide Estate Planning partnering and support services.
RetireLaw gives you and your clients the highest standard of expertise in the area of Estate Planning and Succession Law.
We build a personalised relationship with each individual partner or client. RetireLaw can be in direct contact with your client if you choose, or where appropriate, can provide advice and services to your firm without contact with your client.
A partnership with RetireLaw can
- add value to your service offerings
- support your clients’ needs
- provide training for your staff
- provide briefings to your clients
- provide marketing and resource support
- provide client educational resources and information packs
- provide Estate Planning and Succession Law updates so that you are always across the issues affecting your clients
- lesson the likelihood of losing a client. By the end of the Estate Planning process, your client will ultimately sees you as an integral to their family’s long term interests. You are also able to connect with your client’s family – opening doors to being the professional adviser for your client’s surviving family members, and thus managing the family’s wealth from one generation to the next.
View some of our Client Testimonials
RetireLaw provides support through specialised advice for our clients’ particular needs, including:
- drafting modern Estate Planning documents
- advising on appropriate structuring for asset protection
- business succession
- family wealth transfer and drafting appropriate documents
- free Will review
- drafting documents to obtain grants of probate/administration
- administration of a deceased estate
Contact Tim Purcell to find out how RetireLaw’s Estate Planning services can assist your clients and your firm.
Tim Purcell
Business Development Manager
RetireLaw Pty Ltd
1300 584 782
SUPPORT SERVICES
As a business we ultimately rely on the understanding and forethought of busy professional advisers. Therefore the process for referrers and potential clients needs to be as simple as possible.
How are we trying to do this?
1. Introducing our new free online report service
Interested clients or referrers answer some simple multiple choice questions to receive:
- A personal email report +
- Answers to your question(s) +
- Further explanatory information
Once you have received your tailored report, you will contacted by your RetireLaw solicitor for an obligation free chat over the phone so that any further questions you may have can be answered directly. No cost. No obligation. For use by clients and professionals.
In tandem with ‘The Convenient Truth’ presentation, this new online service is an easy way to initially engage your clients with what Estate Planning can achieve for their family.
2. We offer our firm as a free legal resource for referrers to pick up the phone whenever they have a question or require a legal clarification 1300 584 782
3. We created the simple to access and easy to understand online presentation showing the real world advantages of Estate Planning over simple Wills called ‘The Convenient Truth’.
4. We offer ongoing marketing support such as:
- Private links to ‘The Convenient Truth’ with no password protection. Your clients simply click once. i.e. www.modernestateplanning.com/yourbusinessname
- Free design, text and printing for your own self-branded or co-branded Estate Planning print and online material, from brochures to online presentations.
5. We are also now offering free training so that your office can prepare valuable Estate Planning Reports for your clients. Excellent way to value add.
6. Need a speaker? We are eager to work with you on appropriate client meetings, briefings and staff presentations.
7. Referral Email Template – we often hear from colleagues that many more clients are referred to RetireLaw than are actually contacting us. While this is simply a normal result for any business, we thought that an email template for referrals might help our referrers save time and encourage clients to make contact, while keeping RetireLaw in the loop.
