Build. Manage. Protect.

Introducing BMP Advisory 'Succession'

Knowing what we know about the importance of estate and succession planning at all stages of life, we have partnered with some of the most experienced and respected lawyers in Australia to facilitate a streamlined process to help ensure your wishes for the future are honoured.

We have taken the heavy lifting out of finding the right legal advisers, following a detailed (and ever-evolving) due diligence process, to short-list the providers that we believe can provide quality outcomes to our clients.

What was once a long and complex process is now timely, simple and streamlined.

We appreciate this isn't an easy topic, but at the same time, it would be remiss of us to not acknowledge the fundamental importance of this service.

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Our Process

1. Discuss your needs with us or click on the link and complete your free needs assessment.

Once completed a BMP Advisor will contact you to facilitate this process and ensure that you and your loved ones are protected.

2. Recommendation and quote

Based on your requirements, BMP Advisory provides you with a list of recommendations and a quote.

The quote is a fixed, flat fee (inclusive of the lawyer cost) to have your entire Estate Plan completed.

3. Acceptance and Payment

If you wish to proceed, your intent is confirmed through BMP Advisory.

Payment of the fixed fee is remitted.

4. Data Collection

We will coordinate any additional information or specific requests to ensure your wishes are accurately represented and honoured.

5. Close the deal

The matter is forwarded to our trusted legal partners to be reviewed.

Your final Estate Planning documents are completed.

BMP Advisory