IT IS ABOUT WORKING WITH THE RIGHT PEOPLE

Leading
Financial
Professionals

TO DELIVER QUALITY, TIMELY AND EFFICIENT ESTATE PLANNING SOLUTIONS
IN HOUSE – FOR YOUR CLIENTS – THE LGEN WAY

Book a Discovery Call

Affordable To Bring In House

A NEW WAY TODAY

The Future
Of Estate Planning
Is Bright

TOMORROW’S SUCCESS

Technology Driven

Systems and Workflows

SUCCESS THROUGH QUALITY EDUCATION

Value Your Clients’
Legacies
Think LGen

THE LGEN WAY!

What is Estate Planning

Why Bring it in House

The Current State of Estate Planning

85% of adult Australians do not have an up to date Will

The current system of delivering Estate Planning only works for a small percentage of Australians.

It is too complicated and does not reflect how technology works in 2021.

Estate Planning HAS NOT changed for decades and it needs to reflect that most people these days have more earlier in life. There are now greater chances of future estate challenges with relationship breakdowns and blended families.

Estate Planning is mainly controlled by the legal sector.

It is transactional and deficient in providing the Australian consumer with quality education, regular follow up and follow through in maintaining their clients’ intentions.

Reasons why Aussies do not have an up to date Will

THE BARRIERS

Solicitors

Most people don’t like going to see a solicitor

The Experience

The experience is transactional, not relationship based

Poorly Executed

Delays and little to no follow through

Time

Takes too long to complete

Understanding

Most people do not have a full understanding of what is involved in an Estate Plan

The Need

Think they don't need a Will

Assumptions

Think their Will already covers everything

Expensive

Think the process is too expensive

You can NOW Bring Estate Planning in House Easily - AffordablyLGen Partners
With You

To Integrate an Estate Planning Arm with your Existing Financial Services Business by...

Educating your clients

When your client understands why and the processes to follow, the engagement becomes easier.

Tools & Technology

Having streamlined technology, workflows and automation we speed up the process and reduce the frustration

Support Services

Our team is your back-office team; they work with you so you can stay focused on your core business and maintain a personal touch.

Affordable

Without expensive solicitor’s fees being charged out at 6-minute intervals and with a discover once mentality we keep the costs down for your clients.

New Revenue Streams

You charge a facilitation fee to your client for the work you do. Most advisers are adding $8 – $10,000 to their bottom line AND watch the referrals roll in with our Self Generating referral system!