Product Solutions

Accessing quality Estate Planning specialists who understand the needs of financial planners, and their clients particularly in relation to self managed superannuation can be difficult. For this reason estate planning is often overlooked in the financial planning process, leaving financial advisers at risk of non-compliance and their clients and families with sometimes costly and unnecessary outcomes on death.

As part of our package of services, DKN, in association with Australian Executor Trustees Limited (AET) and Topdocs Pty Ltd. (Topdocs) have entered into an agreement to provide Estate Planning Services to the DKN adviser community. DKN has used its buying power to negotiate a discounted price with each of our Estate Planning partners.

Flexibility and Choice

We understand that every financial planning practice is different. You may want to manage all facets of your clients' investment, risk and estate needs, whilst others may choose to outsource some of their requirements to a specialist organisation whilst retaining overall control of the client.

No matter whether you choose to provide an in house Estate Planning service or outsource, DKN is excited to offer a solution to meet your needs. To simplify the selection process we have selected two quality partners, AET and Topdocs to provide support to your business, with the flexibility to suit your business. Accessing DKN's new estate planning service is easy. Read more about the in house and outsource offers and pricing by clicking on the headings below.

• Topdocs: In house Estate Planning solution
• Australian Executor Trustees: Fully outsourced Estate Planning solution

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