member benefits

Aligning superannuation with legacy planning helps members organise financial and personal information, clarify intentions, and ensure important details are accessible when needed.

Legacy planning supports individuals by helping them organise care wishes, essential documents, and personal information in one place. For organisations, it improves engagement, supports wellbeing, and helps people navigate major life transitions with confidence.

Charities seek to build lasting relationships with supporters, and bequests are a vital part of that. This guide shows how providing donors with neutral, secure legacy planning tools strengthens these bonds. Rather than directly soliciting a gift, charities can empower supporters to get their affairs in order—a service they genuinely value. Within that process, donors can easily document their charitable intentions, leave explanatory messages for their family, and ensure their bequest wishes are clear. This approach is donor-centric, builds deep trust and loyalty, and ultimately supports more intentional, conflict-free philanthropic legacies that honour the donor’s values.

We provide law firms with tools to transform estate planning—capturing not just assets, but also advance directives and personal legacies. Elevate your service and simplify intake.