The Adviser-Led Estate Plan: Inherit Australia's Approach скачать в хорошем качестве

The Adviser-Led Estate Plan: Inherit Australia's Approach

In this episode of The Trusted Adviser, Rob Pyne is joined by Chris Hill (lawyer and financial adviser) and Rafael Cohen (fintech founder) from Inherit Australia to explore a smarter, adviser-led approach to estate planning. They unpack why advisers are uniquely positioned to drive estate planning conversations, how structured questioning can surface family dynamics and risks before they become disputes, and how technology can bridge the long-standing gap between advisers and lawyers, without crossing into legal advice. You’ll hear how Inherit Australia enables advisers to: • Confidently lead estate planning discussions within a compliant framework • Improve client engagement, retention, and intergenerational connections • Work more efficiently with lawyers through better upfront information • Ensure estate plans are completed, stored, and accessible when they’re needed most A practical, future-focused conversation for advisers looking to deepen client relationships and protect their practice through the coming intergenerational wealth transfer.