Tuesday, March 22nd, 2011
Introducing Estate Wise, supported by Adelaide's Donaldson Walsh Lawyers

South Australian financial planners and accountants now have a fast, cost-effective and secure alternative when it comes to helping clients meet their estate planning needs.

Estate Wise, an internet-based service with full on-the-ground support, was launched in late February 2011 by creator Jeremy Duffy and Donaldson Walsh Lawyers.

"Estate Wise provides the perfect balance between traditional estate planning service delivery and innovative, modern on-line tools," said Duffy.

"It's rapid, more affordable and less intimidating, yet doesn’t sacrifice the security that only expert, one-to-one legal consultation can provide."

Duffy said advisers or their clients simply enter and submit the relevant data at the secure Estate Wise website - www.estatewise.com.au - and draft estate planning documents are forwarded to the adviser and their clients within hours.

"Then they just arrange an appointment with a member of the Donaldson Walsh Wills, Estates & Business Succession team for one-to-one legal approval and execution of the documents."

Estate Wise also provides a fantastic way for advisers to significantly strengthen their client relationships, and therefore their practices, added Duffy.

"It allows them to quickly address the estate planning needs created by any transactions their clients enter into from time to time with complete legal certainty, and you never know what other business opportunities or professional connections that might give rise to."

According to Duffy, the Estate Wise system can be customised to complement the service offering of any financial advisory practice and can lead to new revenue opportunities for those practices.

Contact Profile

Donaldson Walsh Lawyers

Kieren Moore, Donaldson Walsh Lawyers
Phone (08) 8229 0937
[email protected]
Jeremy Duffy, Duffy Legal
P: 0466 606 614
W: www.dwlaw.com.au


Adelaide financial planners, accountants, secure estate planning, affordable estate planning



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