Contact us now
CLIENT BEYOND COMPARE

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

 

ORDER FORMS - LEGAL SHELF PRODUCTS

  • Company Incorporation Order Form
  • Special Purpose Company Incorporation Order Form
  • Discretionary/Family Trust Order Form
  • Unit/Fixed Trust Order Form
  • Lost Deed Package Order Form - Family Trust

  • REFERRALS - ESTATE PLANNING & BUSINESS SUCCESSION PLANNING

    How we work with Advisers around Australia - it's your choice

     

    1. Direct referral - if you want to make sure your clients are properly looked after but don't want to necessarily be involved ...

    then all we need is your client's name & phone number sent to referrals@irongrouplawyers.com and we will contact them to discuss their Estate Planning or Business Succession needs - obligation free. You can rest assured your clients will have the most comprehensive and up-to-date solutions for their particular needs. We will let you know the outcome.


    2. You facilitate the planning process between the client and our law firm

    You engage with your client, provide information on how estate planning or business succession planning works and complete our Summary Client Profile. That is then forwarded to us. We will contact yourself or the client to make a time for a phone/teleconference interview with a lawyer to obtain their instructions. Whilst you are positioned as the lead adviser, this option provides the security of knowing a lawyer will be providing the legal advice and will be responsible for drafting the legal documents.

     

    More information is available here Alliance Partner Advice Model.