Accountants, financial planners and other financial services professionals rely on lawyers for key documents. Many of the traditional documents can now be found on the LightYear Docs platform after careful review by Abbott & Mourly. Apart from the templates Abbott & Mourly provide advice in a range of legal areas for LightYear Docs users at a discount to our standard legal fees.
In this session Michael Jeffriess will discuss Abbott & Mourly with legal partner Tony Anamourlis and specialist superannuation and estate planning consultant Grant Abbott. We will look at:
1. The template process – checks, balances and how we ensure the use of the templates is not providing legal advice
2. The estate planning process should you wish to get a lawyer involved in the Wills process for a client from the start
3. The administration of estates by Abbott & Mourly and our service for holding client’s Wills in our vault
4. Case studies of how we have helped clients in the fields of property development, SMSFs and family wealth protection.