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A comprehensive estate planning solution delivered by specialist lawyers designed to be suitable for as many of your clients as possible, putting the adviser and the client (not the lawyer) in control.

Who is it provided by?

elawyer Pty Ltd is owned by McCullough Robertson. McCullough Robertson is renowned as one of Australia’s leading specialist estate planning advisery teams and was one of the first top tier firms to specialise in estate planning over 50 years ago and have a deep ingrained culture of excellence in the area.

What is provided?

The elawyer – estate planning solution is unique and the only one of its kind in Australia.

It provides advisers with complete autonomy as to how to ensure their clients implement appropriate estate planning solutions for their circumstances.

From a risk and compliance perspective the adviser has the ability to manage the process in a way that best suits their skills given a particular client’s circumstances.

As a minimum, elawyer provides:

market leading documentation;
web based data collection;
72 hour turnaround on documentation that will have been reviewed by at least two specialist estate planning lawyers to guarantee the quality and accuracy of the documentation;
up to 30 minutes of technology based (with audio recorded) meeting time for the client with an estate planning specialist lawyer (ideally via a ‘Go To’ meeting facility) with appointment times available between 7.00am and 7.00pm seven days a week;
comprehensive post signing review of documentation by specialist trained lawyers;
indefinite safe custody storage of signed documentation at no cost; and
inclusion (at the adviser and client’s discretion) on the distribution list for regular updates in relation to estate planning developments.

For a detailed outline of the packages available and the documents provided click here.

For a more detailed explanation of the elawyer – estate planning solution watch the online tutorial.

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