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!