5 Martin Place, Sydney, New South Wales 2000
Detailed Information
LGen brings together technology and expertise in Estate Planning and wealth protection, enabling professional advisors to provide Estate Planning services affordably to their clients. Accountants, who subscribe to LGen’s Platform can offer their clients access to an automated tool that handles information gathering and task management for estate and succession planning. This unique automated workflow platform integrates the whole Estate Planning process. We work on your behalf to deliver a comprehensive Estate Plan for your client, cost effectively
Director | Senior Consultant & Facilitator at For Accountants | High Tech Soft Touch
Dale Crosby specialises in change management and has a specific interest in client ommunication and integration of compliance, business advisory and financial advisory services within accounting firms. He has worked closely with accounting firms throughout Australia and New Zealand over the past 15 years.
Latest posts by Dale Crosby (see all)
- The Impact of AI on the Virtual CFO Role: Key Insights and Opportunities - 4 March 2025
- CPD For Accountants Recognized by CYPHER Learning: A Testament to Innovation in Professional Development - 19 February 2025
- From Accountant to Manager: Practical Tips to Overcome Challenges and Succeed - 8 January 2025
Type
Service
Product Name
LGen