RI Advice Group, an Australian provider of financial advisory services, has introduced online estate planning program to its network of 170 advisers.
The program includes the ‘Estate Planning for Life’ system which identifies gaps in estate planning and produces a solicitor’s briefing note, the Independent Financial Adviser has reported.
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This initiative will also advise people on whom should they approach in case of the death or trauma of a family member.
RI Advice Group head Darren Whereat said, "This is a proactive strategy to help our advisers expand their client service offers and create a more sustainable business model."
"Our focus on technology underpins the client engagement model and helps our advisers deliver an enhanced client experience," said Whereat.
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