Equity Trustees’ estate planning services help your clients plan for what will happen to their wealth if they were to lose capacity or pass away. Our estate planning team will work closely with you and your clients to create an Estate Plan that meets the specific needs of your clients.
When referring clients to Equity Trustees, you will:
- Retain the primary client relationship
- Access an additional revenue opportunity
- Have access to legal and estate planning tax experts
- Receive a client ready information pack
- Increase your level of service to clients
Contact us to find out more.