<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1223437568524110&amp;ev=PageView&amp;noscript=1">

Partner resources

You may need to advise your clients or their families at the sensitive time of losing a loved one. Our regularly updated and free educational resources can support you to have better client conversations about probate and estate administration.

Intergenerational Wealth Transfer
Why Financial Advisers should speak to clients about intergenerational wealth transfer

The growth in wealth transfer poses a number of risks and difficulties for Financial Advisers, but also offers many opportunities.

Read the blog
Why Financial Advisers should speak to clients about intergenerational wealth transfer
Trusts
What happens to Trusts in Wills following a death?
Read the blog
What happens to Trusts in Wills following a death?
Digital Assets
Digital legacy planning
Read the blog
Digital legacy planning
Estate Administration
What to do when someone passes away
Learn more
What to do when someone passes away
Probate
What is probate?
Find out now
What is probate?