Working with Abbott & Mourly on a Fee Split for a client Comprehensive Estate Plan

If you have a big client or not yet at the stage of being 100% confident in dealing with a big estate planning, asset protection and family lineage protection client, Abbott & Mourly lawyers can step in to help with advice. You can contact us at any time to discuss the client on a no costs basis to see how we can help your client and what value we can add.  To arrange an appointment simply go here: https://calendly.com/tony-anamourlis

For most cases we provide your client with a full and comprehensive family restructure which includes, at a minimum, the following:

1. EPOAs for Spouses
2. Review of existing trust deeds and corporate trustees documents
3. Upgrade of any Trust, SMSF or trustee companies to Leading Member structures for family lineage protection 
4. Successor Director solution for all companies in the event of the death, divorce, bankruptcy or incapacity of a sole or key director 
5. Review of existing SMSF deeds and death benefit arrangements 
6. Preparation of a Family Allowance to show tax dependancy for superannuation death benefit purposes aimed at reducing lump sum death benefit tax to adult children and grandchildren
7. Review or implementation of multi-generational pensions 
8. Preparation of a SMSF Will - a set of binding death benefit directions for both Spouses
9. Preparation of a Will or Will with Testamentary Trusts for Spouses
10. Creation and build of a Family Protection Trust(FPT) for implementing The Protector - a gift and loan back solution where family wealth is housed in a FPT for asset protection purposes with NO capital gains tax or stamp duty implications
11. Implementing the Protector solution for the client

The Process

1. The first step is for the adviser to email the data capture from the client - see attached and get it back to Abbott & Mourly asap
2. Abbott & Mourly book an initial Zoom meeting with the client and adviser in attendance to discover what needs to be done and covering the important family and family lineage issues
3. Abbott & Mourly provides a  fixed fee quote for your client depending on what steps above are required and the total value of the estate and asset protection
4. The adviser sources any relevant documentation and deal with the client along the way with Abbott & Mourly in attendance
5. Presentation of the final strategy solution and documents for the clients by Zoom
6. A final Zoom meeting with our solicitor to witness the document signing.

Fee Split

The adviser will be liaising with the client on the data capture as well as doing the back and forth with the client, together with researching and providing high level legal administration support.  For these legal administrative duties and support the adviser receives 25% of the billable fee with no legal exposure.

The Seven Benefits for the Client and the Adviser

1. Abbott & Mourly legal firm provides all advice and documentation from the start
2. Abbott & Mourly are experts in the field of Succession, SMSF, Asset Protection and Estate Planning
3. Abbott & Mourly can ensure a quick turnaround so no client momentum is lost.  Generally this size project takes 3 - 4 weeks
4. The advice and documents are covered by legal professional privilege
5. Abbott & Mourly's practising certificate and $2M PI covers the advice and documentation
6. The adviser learns on the job from experts while getting paid
7. The Adviser is appointed as the adviser to the SMSF and legal estate - future profitable work charged at hourly rate

If you would like to talk to us about a client, discuss the above, then book in a time with Tony Anamourlis:  https://calendly.com/tony-anamourlis 

P.S. We can only work with so many clients a month, so don't delay get those data captures to your clients.

2021 EPOA Will and SMSF Will Data Capture