Do you have client’s that need an estate plan, but don’t have the time to meet a lawyer?
MyTribe allows your organisation to create an account and make bookings on behalf of your clients.
Do you want a trusted lawyer you can refer your clients to?
One of our lawyers will come to your office or to your client’s home, enabling you to be as involved in the process as you like and ensuring that your clients get expert advice and an estate plan.
Trusted lawyers
- All our lawyers are experienced estate planning lawyers
- Your client will receive a comprehensive suite of expertly drafted estate planning documents
Do you want to add value to your client’s experience with your business?
Participate in the estate planning process
- You can provide our lawyers with detailed instructions based on your knowledge of your client’s circumstances
- Collaborate with our lawyers concerning the plan for the clients
- Weigh in on what to do with insurances and binding death benefit nominations
Add value to your clients
- By facilitating this process, you add significant value to your client’s overall experience
- Protect your client’s generational wealth, you can even invite your clients to bring their children along to participate in the process where appropriate.
