Estate and business succession planning is more than simply having a will. To provide a quality service a team of specialists needs to work together using a process that clearly defines who does what. This paper covers the following:
- what are the steps in delivering an estate planning service?
- how to position the service with clients
- who should make up the estate planning team?
- how to effectively manage the process and become the estate project manager
- what should be the outcome for clients and the advisory team?