Estate Planning For Life is a new kind of service that was born with a request by one of Gils clients. Bill wanted to make sure his wife was properly looked after if he became disabled or died suddenly, so we worked with Bill to prepare a document he called The Information That Matters which we both kept handy in the event of a crisis. Over time the idea grew and became the most sophisticated Estate Planning solution in the world today providing advisers a suite of tools to properly engage, facilitate and lead clients to a powerful and comprehensive estate planning solution that evolves with the changes in the clients lives.
Estate Planning For Life is a new kind of service that was born with a request by one of Gils clients. Bill wanted to make sure his wife was properly looked after if he became disabled or died suddenly, so we worked with Bill to prepare a document he called The Information That Matters which we both kept handy in the event of a crisis. Over time the idea grew and became the most sophisticated Estate Planning solution in the world today providing advisers a suite of tools to properly engage, facilitate and lead clients to a powerful and comprehensive estate planning solution that evolves with the changes in the clients lives.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 13 Church St New South Wales Maitland
- City
- Newcastle
- Region
- New South Wales
- Postal Code
- 2320
- Country
- Australia