Live Half-Day Estate Planning Workshop at Sanctuary Cove, Gold Coast, Australia

In just one half day, we will take you through the rigorous process of completing or updating your personalised Estate Plan.
People who really care for their families come to these workshops.
 Your best prepared legal documents can represent up to 20% of the total plan for your family. We provide the human side, the other 80%. The heartfelt and emotional part. The part which will be most important to those left behind. Facilitated by Mark Westcott and fellow industry experts, you will be guided through a full set of 'fill in the blank' activities to help clearly document your intentions, share dreams and create consensus with all family members. 

  • 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 future squabbles.
  • At the conclusion of the Workshop, you will take away a fully documented, cohesive, 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 on-line 'Peace of Mind Foundations' site. All the tools and capabilities uncovered on the day can be stored on-line.
CLICK HERE TO BOOK

Next Event: TBA
8:30 AM to 1:30 PM
Main Beach, QLD

What Participants Say

“Answered a whole lot of questions we didn't realise we had questions about.”
 

JAN P.

Byron Bay, NSW

"Most important thing for me was to review something that I'd been avoiding for the last 15 years."

JOHN H.

Brisbane, QLD

"This forced me to look at the whole planning process and what I have or haven't done." 

ADAM K.

Sydney, NSW

"The importance of sitting down with the children and going over our wishes."

RICK R.

Townsville, QLD

"Make sure your family are safe for the future and at the time of emergency." 

GREG A.

Darwin, NT

"What it did was effectively what it's called—Peace of Mind." 

RICHARD I.

Cairns, QLD

Workshop Facilitators
We've created this Workshop in order for you to create the best possible foundation for your Estate Plan —
both personally and professionally.

Mark Westcott has over 30 years industry experience specialising in estate planning, business transition and personal productivity. Mark uncovers your legacy intent and facilitates its implementation. Mark has created the unique Legacy Planning process, The Peace of Mind Plan™, which assists in providing business and wealth succession certainty to successful business owners and professionals. Mark's lifetime mission is to help protect 1 million families.

MARK WESTCOTT

Program Creator & Legacy Architect

Tom McVeigh is the Managing Director of Murdoch Lawyers and is a well-respected and established law practitioner with over 30 years experience in business and estate planning. During this time, he has established a well known reputation plus life-long relationships with satisfied clients and other professionals. Tom posesses an expertise in areas of complete estate planning, asset protection and tax advice. Tom assists his clients in a thorough and educational manner.

TOM McVEIGH

Specialist Estate Planning Lawyer

Next Workshop:  TBA
8.30am - 1.30pm

Sanctuary Cove, QLD

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

The Workshop Agenda
Our thorough agenda ensures all the non-legal aspects of estate planning are covered as well. 

COMPLETE YOUR FOLDER—TO SAVE THEM.

Over 80% of what your loved ones need after your passing, won't be in your 'legal' documents. They will want to know what to do, who to talk to, what action to take immediately, what clues have you left behind—and they will need help from you. Completing your folder today will give them all the soft, heartfelt information and wisdom they need to transition through this emotionally paralysing
period in their lives. Plus, store it all on-line. **

ESTABLISH YOUR ESTATE GOALS.

Yes, no one else will ask you these questions—certainly not your typical lawyer. You set and establish goals in all other areas of your life, so why not in this most important area? In this Workshop, we will help you listen to your heart and emotions and then document your aspirations for your loved ones to secure the outcomes you wish for.

A PROCESS TO UNCOVER THE UNKNOWNS.

We have a unique process to help you discover what you haven't even thought of. This is a personalised set of questions to help you discover issues you haven't yet considered. Then we create a strategic projects list to follow up each contentious issue with the correct professional.
Our experience allows us to ask questions you didn't even know existed.

OBTAIN A SECOND OPINION

With industry professionals joining us for the day, you will have the opportunity to ask questions, discuss your particular situation and obtain a second opinion on your current documented plan. Yes, this is the bit where the lawyers are really useful. Hard facts and legal documents need to be checked. An invaluable check up and opportunity for advice for you here.

INVOLVE FAMILY & ADVISERS IN THE PROCESS

The consensus and involvement of your family in this process is indisputable. Simply, it's difficult to challenge a Will if the family have all been involved in the process and there aren't any secrets. Take this opportunity to have conversations with your adult family so they understand your dreams and wishes for them. So, we encourage you to bring the adult family and perhaps your accountant, if required.
 Leave harmony in your plans, not a surprise.

LEAVE ALL THE KEY CHAPTERS THEY'LL NEED

This is the most valuable missing part of the estate process. The 'human' element. This makes life easy for those left behind. Your opportunity to leave letters for those you love, so nothing is left unsaid, to create a team to tactically manage things while you are grieving and to leave all the simple yet valuable instructions regarding funerals, friends and your farewell. To leave a blueprint for the first 90 days after you're gone. And to ensure they're all OK and don't squabble about the silly things.
Your time to ensure the family stays together. 

Next Live Workshop: TBA 
                     8.30am - 1.30pm

Main Beach, QLD

FAQs

HOW MUCH DOES THE WORKSHOP COST?


Register your interest now to be available for the earlybird price for the half-day Workshop $1,997 FREE for your family (now just $97 each family for catering) — it includes attendance for all your key family members and maybe your financial professional. A printed workbook, folder, refreshments and lunch are provided. 

Also, an estate planning specialist lawyer, accountant and other advisers will be present to provide direction. All you need to bring is your family and your intentions.
Plus we'll give you a follow up call after the Workshop to see how you are progressing.

We have created the Estate Plan Kickstart Workshop to get this sorted for you—a simple process for you to complete and have in your hands a fully documented, fair, structured and funded estate plan—one I will walk you through getting done by filling in the blanks based on our examples. All in the blink of an eye and for very little money to complete a Saving Grace folder for loved ones and engage us as guardian angels to look after everyone when you’re gone.

As we will demonstrate over the phone, the investment is insignificant to ensure 
you will have everything your family will ever need, all sorted, in 1 day.

To take the next step, we encourage you to register today (to qualify for the huge earlybird discount) as numbers are strictly limited, and we will fill the Workshop quickly.

WHAT'S THE GUARANTEE?


We guarantee your 100% satisfaction in our one day Workshop. 

If you're not satisfied with the Workshop content by 12noon on the day, you can request a full refund. Provided you then leave the Workshop and leave our printed materials behind (your material will not be recorded and will be destroyed).

IS THERE ANY REQUIRED PRE-WORK?


Yes, once you register your interest you will have the opportunity to complete your Will Score Online—find out exactly how you rate regarding your estate and succession plan. We will then call you to dicuss your results and determine if we're a good fit for each other. We can then get you started with a couple of simple exercises to prepare you for this Workshop and creating your most effective estate and succession plan.

WHAT HAPPENS AFTER THE WORKSHOP?


At the conclusion of the workshop you will have everything your family will ever need, in one folder. You may also have some items that need action and further planning based on your choices during the day. We will explain how you can enhance your plan and maintain it's effectiveness.

WHAT IF I ALREADY HAVE A WILL?


If you already have a great Will in place— this Workshop and workbook will be the perfect companion to your legal documents. This will provide the human element for those left behind. All the things to help practically when everyone is suffering emotional paralysis.
 
If you don’t have a Will—this process is perfect to complete before you go to your lawyer to get one sorted. Our structured approach will ask you all the right questions so you know what you want for those you love. This will get your mind totally in the correct place, allow you to make the important decisions with your family first (in simple English), provide the absolute framework for the lawyer and save you heaps in legal costs.
 
If you’re not sure about your current Will—this Workshop, your family in attendance and the professional advice in the room will help you attain clarity in regard to what exactly you want your estate plan to achieve. And if anything needs updating—plus you’ll have the folder—it's what your family will be most grateful for when the time comes.

 

THIS WORKSHOP IS NOT FOR EVERYONE, BUT IF YOU ...


.... love your family, are a business owner, entrepreneur or successful professional this one day Workshop is a must. Remember, after the Workshop you will have everything your family will ever need, all sorted, in 1 day.