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
A NEW WAY TODAY

The Future
Of Estate Planning
Is Bright

TOMORROW’S SUCCESS
SUCCESS THROUGH QUALITY EDUCATION

Value Your Clients’
Legacies
Think LGen

THE LGEN WAY!

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.

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!

DID YOU KNOW?80% of Wills and Estate Plans do not require a conversation with a solicitor!

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Estate Planning Done Differently

Trusted by
You

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

Why you would benefit by offering Estate Planning as part of your service.

  • You are already seen as their trusted adviser
  • You understand your client’s financial position and future intensions
  • You stay in control of the process.
  • More time-efficient process
  • New income stream for your business (generally $85,000+ pa, remains in house)
  • Inbuilt organic referrals system – means more business

Protecting your client’s legacy for subsequent generations
is our priority.

Ensure your client family’s wealth is passed down as intended.

Want to find out more?

Book here for a quick chat on how to bring Estate Planning in house.

The future of Estate Planning with LGen

For consumers

  • Greater awareness
  • Understanding the importance
  • Easy to access
  • Customer-centric
  • Timely
  • Regular reviews
  • Easy updates
  • Cost-effective
Facilitation

  • Minimal time to learn
  • Minimal time to implement
  • Transparent
  • Workflow and technology-driven
  • Efficient
  • Supported with back-office team, tools and resources
  • Profitable

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