helping you help clients

REVELATION
you want to improve your estate planning services
You appreciate the value of providing estate planning and structuring services to your clients but don't have the tools or the in-house expertise to deliver the desired solutions.
REVELATION
Let's Talk
get in touch
I can provide you with 'in house' solutions for estate planning and structuring. Through a contractor model, I can help deliver these under your firm's branding in a way that is seamless from a client perspective.

There are different ways to do this, so let's talk.
Let's Talk
what works for you
tailored services
Together we can work out the best way to provide comprehensive services to your client that matches your ethos and business strategy.
what works for you
dream team
deliver to clients
Collaboratively, we can deliver high quality solutions to your clients under your brand. Knowing that you are proviing value to your clients under an efficient business model is every business owners dream.
dream team

I can help you with...

behind the scenes

precedents and processes to provide the service structure selected by you

accessability

a contact point for your clients to minimise any overheads for your firm

client resources

dowloadable or take home content for clients to support the new services

1:1 estate planning
coaching

Have a matter you need a second set of eyes on?
Whether its a strategy discussion or review of
draft documents, I can help.
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