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Our Approach

LGen provides safeguards to manage the creating and reviewing of Estate Plans and Estate Management, so your money goes where it’s intended. While many focus on wealth accumulation, a plan for distributing your wealth to protect your legacy and your loved ones, is just as important…

We pride ourselves on being the easiest way to start your Estate Plan. Our approach includes…

Check – What Do You Already Have In Place?

The 3 essential components of an Estate Plan include:

  • Will – Looks after your intentions with regards to your responsibilities, children and assets after your passing, including your funeral
  • PoA – Looks after your legal and financial affairs and assets if you’re not able to for any reason
  • Care Directives – Looks after your health decisions and living arrangements if you’re not able for any reason

Consider – Have you protected your Family, Health and Assets?

Everyone has different family circumstances, including…

  • Relationships
    • Single
    • Married or defacto with kids
    • Married or defacto without kids
    • Separated or blended families
  • Care requirements e.g: Families with special needs for carer arrangements
  • Business e.g: Families with business and/or business partners
  • Financial e.g: Financial and Superannuation institutions

Understanding your family structure and relationships, any care requirements and your business and financial considerations allows us to best protect your legacy and your loved ones now and as circumstances change in any one of these four areas.

Assess – Have you protected your legacy and your loved ones from changing circumstances and risks?

No matter how confident we may feel regarding our legal and financial affairs, health and lifestyle decisions, living arrangements or our intentions with regards to our children and assets being honoured after our passing…circumstances can easily change and we all have risk.

To properly protect your legacy and your loved ones, we need to identify all future potential risks when creating your Estate Plan. These risks include:

  • Others contesting your Will
  • Financial abuse
  • Elder abuse
  • Health care abuse

Tip – If you don’t have any of the 3 essential Estate Planning components in place to protect your family, health or assets or if they perhaps don’t quite reflect your current situation or intentions, we recommend a Free Estate Planning Assessment to start protecting your legacy and your loved ones.

Facilitate

As part of your Free Estate Planning Assessment, together we can determine the best approach for creating and maintaining your Estate Plan.

This can include a call to discuss your Estate Plan options and an online form or call to gather your intentions.

Our solutions are affordable and can save our clients up to 5 hours as we create their Estate Plan. We’re committed to being the easiest way to start your Estate Plan.

Store

Via secure storage access in our LGen hub, your personal and secure client login enables you to access your legal and other valuable documents, memorial videos, letters and instructions all in the one safe place for convenience and peace of mind.

Review

While some providers have a transactional, ‘set and forget’ mentality…this can be risky if you haven’t reviewed your current situation or intentions as circumstances change.

As your lifestyle, wealth, health and relationships change, we recommend annual updates to ensure your legacy and protect your loved ones.

Support

Providing the education and resources to help you determine if you need an Estate Plan, our friendly support team will answer any queries you may have along the way. We pride ourselves on being the easiest way to start your Estate Plan. Take care of your legacy, today.

Want to ensure your loved ones are protected?

Book Here for 15 min call

Get Your Free Estate Plan Assessment