Product Solutions

AET boasts a national team of estate planning lawyers who specialise in providing estate planning services to advisers and their clients.

The service is designed to cater for all your clients' Estate needs including:

• Estate Planning
• Wills
• Powers of Attorney
• Deceased Estate Administration
• Attorney services
• Trustee services, including Compensation Trusts and Charitable Trusts

All of AET's services are offered to your clients in consultation with you, as the trusted financial adviser.

The benefits include:

• Fixed fees - DKN's research shows AET's fees are very reasonable in today's market by comparison to other service providers
• Clients are encouraged to retain your services ‘post death' for any ongoing trusts created in their Will
• Use the service to formally incorporate intergenerational wealth transfer into your practice
• Enjoy flexibility of appointment of executor / trustee - AET never push or insist on trustee company appointments as executor / trustee (they will quote for this service on a needs be, ‘case by case' basis)
• Your clients will see a specialist who understands financial advisers
• Access to estate planning specialists for adviser / client presentations (subject to business volumes)
• You will be kept informed of the process and receive an outcomes letter from AET at the end of the process as a record of compliance
• Clients can be serviced from your offices if you wish (subject to diary management, particularly in relation to regional clients)
• AET's support staff will work with your office staff to arrange client meetings.

To access this offer, call AET on 1800 882 218 and you will be directed to your local office. They will arrange a meeting with you and your AET estate planner to discuss the process in more detail. Then, simply book your clients in to see an estate planning specialist. Mention DKN to access the discounted rate.

For further details complete the form below.