Solutions
real services provide solutions in both the facilitation of estate and succession planning for clients and the education of the process for advisers. Below is information on our solutions and contact us for further information.
real services provide a complete estate and succession planning service for private clients and business owners and work closely with accountants, lawyers and advisers to deliver a complete solution.
We charge a fee to facilitate this process and coordinate the other service providers to ensure our clients receive the right advice by the right people at the right cost.
real services has developed education programs based around our successful 7 step facilitation process in personal estate planning and business succession planning. Each education program is delivered over a full day and includes a technical component that flows into a practical component which includes tools for each step of the process.
These programs have been run throughout Australia and New Zealand and have helped advisers deliver a much broader service offering for their clients.
real services provide a unique estate planning and business succession coaching solution using online web based meeting technology to bring our virtual coach’s into your practice. These sessions run for around 60 minutes and a recording is provided for future reference.
Our virtual coaching sessions can be tailored to your specific needs and we offer an introductory 30 minute session at no cost to explain the process and understand how we can help. During this session we will discuss what programs we recommend and confirm costs.