Working with Lawyers Package

This package provides:

• Key insights about how lawyer can assist and provide helpful advice as your loved one’s personal and family circumstances change – keeping legal documents and related matters up to date
• Important information about specialist legal advice to consider including preparation of estate planning documents, intergenerational wealth transfer and asset protection – providing comfort and peace of mind
• Ideas and suggestions on how to gather information, and what to ask a lawyer, particularly as part of estate planning– so you are well prepared, save money and achieve intended outcomes
• Prompts for discussions with loved ones and the family – to make difficult conversations easier
• Handy list of documents you need to locate in order to get started – saving you time and ensuring documents are at hand when needed
• Editable downloadable Checklist – for you to work through at your convenience