$69.00 AUD

By purchasing this digital product, you acknowledge and agree to the following:

  • Due to the nature of this product being a digital download, no refunds or exchanges are permitted.

  • All sales are final once payment has been processed.

  • This product is for your personal use only and may not be shared, distributed, or resold without prior written consent.

  • We are not responsible for any technical issues on your device that may prevent access to the product once delivered.

By completing your purchase, you agree to these terms.

The Suitability Check Agreement - Non-members

Introducing: The Suitability Check Agreement - Confidential Entry Assessment for Wills & Estates Collaborations

Getting families to the Collaborative table is an art—and this agreement, facilitated by a skilled coach, is the key ingredient for a supported and successful start.

The Suitability Check Agreement is a professionally drafted confidentiality agreement designed to support the earliest, most pivotal step of your collaborative matters: the independent suitability assessment led by a neutral Communications Coach.

Whether it’s a Family Inclusive Succession Plan or a Disputed Estate collaboration, this agreement protects the confidentiality of early discussions, secures trust in the process, and dramatically increases the success rate of collaborative onboarding.

 

What’s Included:

  • A ready-to-use, adaptable confidentiality agreement for use by Communications Coaches to assess suitability of the family for Collaborative Estate Matters – before Participation Agreements are prepared
  • Covers all essentials: neutral role definition for communication coach, non-disclosure of confidential information until matter is assessed as suitable, court inadmissibility protections, and indemnities
  • Designed to allow later-onboarding of collaborative professionals with clear, seamless extensions

 Why It Works:

  • Transforms onboarding from friction to flow by centring the process around a trusted neutral
  • Increases buy-in from the family through a non-threatening entry point without risk of early legal entrenchment
  • Reinforces the integrity and confidentiality of early-stage communications
  • Supports collaborative lawyers, coaches and financial neutrals alike with a consistent, professional framework

 

Download “The Suitability Check Agreement” today and start onboarding Collaborative Estate Matters with clarity and confidence!