Use the panels below to access your membership and benefits.
Not sure which membership you have? Click on the word 'My Account' above.
(You can be a member of more than one community.)
Unlimited access to resources and step-by-step instructions to seamlessly integrate facilitated estate planning into their business as well as ongoing education for high level learning in holistic estate planning as well as support for using the facilitation platform
Unlimited access to technical resources and ongoing education for advisers interested in diving into case law and legislation to support with their skills in holistic estate planning and access to a closed online forum with weekly updates for 'Sharpening the Saw'
Unlimited access to business modelling resources and ongoing education for advisers wanting to change their business model - including abandoning time recording, as well as access to a closed online forum with weekly updates for immediate use in your business
Other solutions exclusively available to View Community members
Annual Health Check
An annual review process designed exclusively for accredited estate planning facilitators. Accredited facilitators can offer the solution to any of their customers that have completed an estate plan via the View Legal platform or its predecessor (elawyer)