About Real Services

Our background

real services is privately owned and managed by experienced professionals from a range of disciplines. The reason why real is in business is to make estate and succession planning easier and more available to business owners, private clients and professional advisers.

real services over the past 10 years have developed a unique facilitation process that coordinates what is required for clients to get their estate and succession plan in place. This facilitation process places the client at the center and allows professionals such as lawyers, accountants and financial advisers to provide specific advice that is facilitated so as to save time and lowers costs.

Our focus

Our focus is purely on estate and succession planning and addressing personal and business wealth management as part of our unique estate and succession planning process.

We do not provide advice but rather demonstrate our value by getting the right people to give the right advice at the right cost. We act as a facilitator and coordinate the appropriate services through established relationships with a team of professionals. We can either facilitate the client or educate professional advisers on how to perform this facilitation role.

Our people

real has a team of facilitators and educators  who are highly experienced in managing and coordinating  estate and succession planning for clients and advisers on a national basis.  Our facilitators have strong project management skills which allow them to work with clients and their professional advisers to get the job done.

Our educators work with advisers from around the country to help train and coach them into becoming facilitators for their own clients. Our teams of educators are all highly experienced facilitators who deliver our unique process to their own clients which means they practice what they preach and can impart real practical knowledge to those wanting to take on the facilitation role.