The purpose of the Free Review is three-fold:
- To guide you as the facilitating adviser on the appropriate estate planning package, particularly with increased complexities in this area;
- To provide scope and price certainty at the outset of the process with the customer; and
- To ensure that View Legal has sufficient information to provide recommendations that ensure the customer’s objectives are met and the risks that otherwise arise for you, your firm and your customer (and in turn View) are appropriately managed.
To complete a Free Review, click here.