Janis Donnelly-Coode is the Principal Lawyer at Wealth Adviser Legal Services, a law firm that specialises in preparing Estate Planning documents with and alongside the financial advisers who refer the clients. She is passionate about proper Estate Planning after decades of helping families with the administration of the Estate of their loved one, and seeing what a difference a comprehensive Estate Plan can make. The biggest value add though is working with well trained financial advisers, who have gone through the training that has been written specifically for this collaboration, so that the client is getting wrap around services.
Wealth Adviser Legal Services don't restrict themselves to Wills and Powers of Attorney, they also assist with corporate and trust documents, including the preparation of Deeds or other documents that are needed to make the necessary changes. It isn't enough for your client to have a document that talks about a procedure for a person who is "of unsound mind", there needs to be more planning and more consideration given to what happens if someone is temporarily or permanently unable to assist in their business or family trust.
When she isn't busy with the precedents, training and clients at Wealth Adviser Legal Services Janis also assists other firms with overflow work or white label content, speaks to local high schools about the importance of respectful relationships, and administers a Facebook group to help other Estate Planning or Succession lawyers in NSW to deal with the various form over substance issues that crop up in day to day practice.