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.
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!
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:
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.