LGen Estate and Succession Planning
LGen Estate and Succession Planning
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FINANCIAL PLANNERS - WOULD YOU LIKE TO OFFER ESTATE PLANNING SERVICES?

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OFFER YOUR CLIENTS ESTATE PLANNING SERVICES

LGen will support you, the Trusted Advisor

We coordinate the whole process, from start to finish.

  • Leave the Estate Planning workflow to us 
  • Discover your clients’ risk profile
  • Increase your revenue stream, between $500 to $3500 per client
  • Provide proactive Estate Planning advice
  • Comply with ASIC RG 175 and Best Interest Duty and Know Your Client Rule

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Partner with us today to create comprehensive Estate Plans

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AUTOMATED ESTATE PLANNING

A patented Workflow Platform integrating workflow from all Estate

Planning stakeholders.

UNIQUE AUTOMATION PROCESS

  • Identify your clients' risk profile to gain insights into their Estate Planning needs.
  • Facilitate the Estate Planning process and build a tailored comprehensive  Estate Plan.
  • Create and maintain regular client contact

GROW YOUR BUSINESS NETWORK

Estate planning gives you the ability to link other services to your core business. 

  • Insurance
  • Financial Planning  
  • Succession Planning
  • Commercial Legal  
  • Asset Protection
  • Business Advisory

Provide additional services to your clients, more often, leading to additional revenue for your business.

Sign up as a Network Provider

Subscribe to the LGen Workflow Platform to access Estate Planning services for your clients. Contact us to learn more.

Contact Us

Download a copy of our brochure.

LGen Trusted Advisor (pdf)

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LGen Estate Plans

Level 21, 207 Kent St, Sydney, NSW, 2000, Australia

(T) 1300 390 699

Copyright © 2021 LGen - All Rights Reserved.

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