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CLIENT CARE BEYOND COMPARE

We work with clients around Australia with most of our client meetings conducted over the phone. We often set up teleconference calls so that the Advisers can participate in the discussion between the lawyer and the clients.

 

Peter M. Cain Reg. No. E0023035 Irongroup Lawyers

CLIENT CARE: THE FIRST LAW OF SUCCESSFUL ESTATE PLANNING REFERRALS

Ensuring the wealth you create for your clients is protected well into the future is a smart way to ensure on-going business goodwill.

Depending on the estate planning referral option you choose, a 'good will' can also add to business revenue.

 

PLANNING TO MAKE A DIFFERENCE THROUGH ESTATE PLANNING REFERRALS?

Australia-wide, increasing numbers of planners are extending their advisory capabilities to include estate planning referrals. First, it is important to ask some business-critical questions.

 

  • How flexible are the options to directly or indirectly add value to my business and client’s peace of mind?
  • What level of on-going support does the legal team provide?
  • Are there easy to share Insights on everything from Wills with testamentary trusts to Executors & Guardians?

  • How easy is it to incorporate an estate planning referral model into my individual business?

  • Can I confidently guarantee my clients across Australia access to high quality legal support?

     

    IRONGROUP LAWYERS MAY HAVE THE ANSWERS YOU ARE LOOKING FOR!

    Please click here Adviser Estate Planning Options if you would like to know more about how we can help you, help your clients.

     

    Would you like to see some of the material we provide for clients?

     

    Estate Planning Insights
    • Why you need a Will - intestacy problems
    • How to Make a Will
    • Different Types of Wills
    • Wills and Testamentary Trusts
    • Special Care Trusts
    • Estate Planning & the Family Farm
    • Powers of Attorney - Summary by States
    • Executors & Guardians
    • Probate & Estate Administration
    • Will Challenges

    NEWSLETTERS

     

    TRAINING

    Looking to up-skill? We offer training in estate planning and business succession planning. Click here for more information Irongroup Lawyers Seminars & Workshops.

     

    If you would like to contact us for information on any of the above please send an email to info@irongrouplawyers.com