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
Partner with us today to create comprehensive Estate Plans
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.