Family Succession Plan Workshop

By 16 September 2019Future Planning, News

Do you need a WILL or does your current WILL need to be updated?

Do you feel your LEGACY INTENT is not clear to your family or beneficiaries?

Murdoch Lawyers and Strategic Evolution invite you to attend our next Estate Planning Kickstart Workshop on Friday 1st November 2019 at Sanctuary Cove on the beautiful Gold Coast. These half day workshops are held every 2 months and will help you and your family update and complete your Estate Plan.

Facilitated by Mark Westcott (Strategic Evolution) and Tom McVeigh (Murdoch Lawyers), this workshop will provide you with a full set of ‘fill in the blank’ activities that will clearly document your intentions, share your dreams and create consensus with all your family members.

Strategic Evolution and Murdoch Lawyers have been working together over the last 6 years helping our mutual clients create a family legacy they are proud of.

Please watch the video about our workshop here

Benefits:

  • Maximise your estate and fulfil your promises
  • Understand ‘fairness’ versus ‘equality’ for everyone
  • Allow yourself to speak from the heart and let all the human parts of the plan shine through for those you love
  • Leave invaluable direction for loved ones after you have passed—everything your family will ever need, in one folder
  • Principles and capabilities to keep the family together, happy and harmonious to eliminate any potential future squabbles
  • At the conclusion of the Workshop, you will take away a fully documented, cohesive, concise succinct but powerful, structured plan for your Estate in one folder. All the clues you can leave behind for a smooth transition of your estate
  • PLUS – You will have access to our NEW online ‘Peace of Mind Foundations’ site. All the tools and capabilities uncovered on the day can be stored on this platform

What Participants Say

 I am grateful for the way in which you manage my Succession Plan. It is an area which is essential to the future welfare of my business and my family. With your professional approach, I am forced to give it the priority it deserves.” P.J. EBLEN Adelaide, SA

My family now have comfort in knowing that if the unimaginable was to happen, they would be taken care of. Thank you once again, to Mark, and your team.” K. AMBROSE-PEARCE Darwin, NT

There is so much more to consider, thank you Mark.” T. PERRY Townsville, QLD

I have a really good feeling about what we are doing.” J. EASTHAM Noosa, QLD

At only $97 per family, we invite you and everyone you care about to attend this workshop and make your plans and arrangements, in one day, before lunch!

For more information or to register your interest, please contact Mark Westcott on 0418 743 888 or email [email protected].

Contact Information

Direct Line: 07 4616 9815