Facilitation
Facilitators in personal estate & business succession planning
Why get real?
- Because the most important asset you have is you and your family. Estate and succession planning ensures the right people, end up with control of the right assets when they need it most.
- Most people don’t even have the basics in place like an up to date Will and Enduring Power of Attorney. We can arrange solutions simply and quickly to give you and your family peace of mind.
- Because we provide a process that helps you decide what’s important so we can then facilitate the right people to give you the right advice at the right cost.
How does real facilitation?
Our process allows you to make high quality decisions in relation to your estate and succession plan. We use a team approach that includes accountants, lawyers and financial advisers to minimise time and costs and keep what can be complex simple. This area is too important to only get half right and we have the process, knowledge and relationships to get your plan in place.
What is the real process?
What is the real manager?
Do you know where all your important documents are? If the answer is no then how can you expect other people such as your executor, power of attorney and family members to know. Not only do we facilitate your estate and succession plan, but all clients receive our real manager manual.
The real manager conveniently stores and tracks all of the important information and documents relating to your estate and succession plans in 4 key sections:
estate & succession manager
Your estate and succession plans and copies of the relevant documents e.g: wills, powers of attorney, business agreements etc
wealth manager
your wealth management strategies and insurance policy documents including instructions on how to make a claim
documents manager
a register of your important documents and their location e.g: trust deeds, superannuation records, banking details, passports etc
relationship manager
Instructions to those you have put in charge of your personal and business affairs to help them make the right decisions. Preserving relationships is as important as preserving assets.
Who is real?
real services is owned and managed by experienced professionals from a range of disciplines who have a clear focus on making estate and succession planning easier and more accessible for the overwhelming majority of people who need it. real services acts on behalf of the client and operates under a fee for facilitation arrangement. Our clients will always know who is providing what service and at what cost before proceeding and our facilitators will ensure the “right advice will be provided by the right people at the right cost”.
“Having my personal and business affairs sorted out with everything my family will need in one place gives me great peace of mind.”
David Woodman – Company Director
