THE LGEN VISION

Our Vision:

Creating a community of like-minded Advisers to provide comprehensive Estate Planning and Estate Management facilitation to their clients and their families.

We do this through quality education. Our processes are easy to follow and understand with a modern and intuitive technology platform that focuses on a cradle to grave approach.

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The LGen VisionWhat do we
Stand for?

Protecting your Clients’ legacy for generations to come is the LGen priority.

Facilitated through advisers and others in the finance industry, we partner with you, to ensure your client family’s wealth is passed down as wished and as planned.
Education
Technology & Tools
Support Services
Affordable
Profitable
Efficient
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HERE FOR YOU

The LGen
Team

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MANAGING DIRECTOR & OPERATIONS

Jonathan Elcombe

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CUSTOMER CARE

Maria Sison

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LGEN PROPERTY DIRECTOR

Ben Weeding

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HEAD OF MARKETING AND CUSTOMER EXPERIENCE

Deena Janes

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BEHIND THE SCENES EXPERT

Red Metica

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DIGITAL MEDIA

Jack Elcombe

Our ServicesWhat Does LGen Do?

LGen has created a technical solution to a logical process, while keeping the customer still top of mind.

LGen has created a technical solution to a logical process while still keeping the customer top of mind.

Established in February 2019, the LGen way will ultimately be the leading Estate Planning technology in Australia and potentially the world.

Designed based on Estate Planning workflows, the technology gives facilitators (advisers, accountants and those in the industry) a platform to engage their clients in the Estate Planning process efficiently and affordably. This makes creating or updating a Will and statement of their wishes a seamless process and a more enjoyable experience.

Includes legal documents – branded with your Logo, back office support services and marketing bundles to educate and engage your clients, the LGen system is a ‘must have’ for all Adviser businesses.

No longer do you have to outsource or refer your clients to others where you lose control of the process and the relationship with your client. It is also far more affordable for your clients, so we can tick that objection off the list!

Estate Planning Done Differently

What Our
Partners Say

Our clients have always trusted our expertise and advices. Here’s what they have to say about us.
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Absolutely spot-on!

Seamlessly visualize quality intellectual capital without superior collaboration and idea-sharing. Holistically pontificate installed base portals.

Joanna Prestley

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Best decision ever

Quickly deploy strategic networks with compelling e-business. Credibly pontificate highly efficient manufactured products and enabled data.

Bradley Smith

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Saved my Business

Dynamically target high-payoff intellectual capital for customized technologies. Objectively integrate emerging core competency communities.

Priscilla Jackson

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All the right answers

Efficiently enable enabled sources and cost effective products. Completely synthesize principle-centered information after ethical communities.

Collin Leblanc

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The right investment

Compellingly embrace empowered e-business after user friendly intellectual capital. Interactively actualize front-end processes convergence.

Lilah Chang

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Best people for me!

Objectively integrate enterprise-wide strategic theme areas with functionalized infrastructures. Interactively productize premium technologies.

Justin Emerson

The LGen Story

Many businesses are created from a deep passion of wanting to improve or change the way existing practices are carried out.

This is certainly true with one of our Founders, Jonno.

Growing up in Europe, Jonathan at the early age of one, lost his father because of a car accident. He knows only too well what it is like growing up in a family of five with a single parent who was also the sole income provider.

Having nothing in place in the event of his father’s death, his mother was left with nothing. She moved the family to Australia and started university to educate herself to become a teacher.

Back on her feet, with her kids all grown up and with a new husband, as bad luck would have it, Jonno’s mum, Lorna, inconceivably lost her second husband to a heart attack. For the second time, there were no provisions for her and their combined family.

All his life, in the back of Jonno’s mind, he knew these were extraordinary circumstances and those that could have easily been avoided simply by having plans in place.

Perhaps 50 or so years ago, Wills and Estate Planning was not as common as it is now. But can you believe that more than 50% of Australians to this day still DO NOT HAVE A WILL? Amazingly up to 75% of those who do have a will have failed to have it updated.

From research conducted in early 20191:

  • Only 5% of respondents indicated they had a statement of wishes
  • Only 40% had a Power of Attorney
  • A mere 34% had appointed someone to make their medical decisions
  • Similarly, only 35% were aware of an advance care directive, but only 11% had one in place

Source: OmniPoll research was conducted nationally with 1,287 respondents aged 18+ from 21-26 February 2019.

Having gone through several Estate Planning sessions himself (and a few separations and a divorce) Jonno kept seeing gaps in the Estate Planning space. It lacked passion, compassion, service, reviews, systems and workflows. It always felt transactional as opposed to relationship and customer-centric. He wanted to change this, not only for every Australian but across the globe

Now being as passionate about Estate Planning as life itself, Jonno, along with his fellow founders who also had similar Estate Planning experiences, agreed that it was time for change – a new approach to Estate Planning.

Based on an automated workflow technology platform, the LGen Hub now overcomes the barriers with client education and an ongoing process for review when one’s intentions change. Now combined with a service to assist in Estate Management, LGen has found a solid model to change the world, one Estate Plan at a time.

Rather than tackling one consumer at a time (because that would be way too slow for the founders), they decided to create a system where they can partner with Professionals in the Advisory space and supercharge the process for Australians to be provided with affordable, customer-centric, Estate Planning services.

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LGenLet's Connect
Estate Planning Done Differently
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