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.