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Helping your clients: Options for Accountants, Financial Planners & Risk Advisers...

Irongroup Lawyers wants to help you, help your clients. We understand Advisers have different needs so we have designed a couple of options to suit - you choose the one that works for you.

 

1. Direct referral - if you want to make sure your clients are properly looked after but don't want to necessarily be involved ...

then all we need is your client's name & phone number (with their consent of course) sent to referrals@irongrouplawyers.com and we will contact them to discuss their Estate Planning or Business Succession needs - obligation free. You can rest assured your clients will have the most comprehensive and up-to-date estate planning or business succession planning solutions for their particular needs. We will let you know the outcome.

2. You manage the client planning process but with lawyer assistance - a lawyer is available to discuss the instructions with client.

You interview the client, provide information on how estate planning or business succession planning works and complete our Summary Client Profile. That is then forwarded to us. We will contact yourself or the client to make a time for an interview with a lawyer to obtain their distribution instructions. That can be via phone, Skype, teleconference or in our office. Whilst you are positioned as the lead adviser, this option provides the security of knowing a lawyer will be responsible for the estate distribution or business succession agreement instructions.

More information is available here Alliance Partner Advice Model.

Looking to up-skill? We offer training in estate planning and business succession planning. Click here for more information Irongroup Lawyers Seminars & Workshops.

 

If you would like to contact us please send an email to info@irongrouplawyers.com