Bulk & Retail Packs

The Essential Estate Summary Business Multi Packs are an affordable way for businesses to add value to their service and the more you buy, the more you save.

Ideal for:

  • Lawyers
  • Accountants
  • Financial Planners

The Essential Estate Summary is a simple tool that enables estate planning professionals to:

Add value to your practice services

Your clients will feel good about being organised and minimising worry and frustration for their family.

With a recommended retail price of $25, your practice can either provide them to your clients gratis, incorporate the cost within your invoicing or make a margin on the sale of the product to your clients.

Promoting your practice at the exact moment your services are most needed

The Essential Estate Summary includes space for your practice contact details on the inside front cover of the document.  On review of the Summary the Executor will be considering all that will need to be done, the aspects of the estate where they have little or no expertise or knowledge and be wondering where and how to start – at that moment your practice name and contact details will be right there in the front of the document.

Improving your effectiveness and efficiency, saving you time and enhancing your relationship with the client

When an Executor returns to your practice with a completed copy of the Essential Estate Summary, it provides you with a map of the deceased’s affairs.  Ready access to this information saves you time and enables you to provide a faster, more efficient service to the Executor.

Â