Automatically captures your client’s wishes in an estate planning briefing document for the solicitor. Provides clients with education and guidance about wills, enduring power of attorney, power of guardianship and testamentary trusts.
$50 +GST P/M
An end-to-end process for facilitating the estate planning needs of your clients.
Available for $150 +GST P/M as a standalone system or for $50 +GST P/M as an add-on to Astute Financial Planner.
STEP 1: Clients watch an educational video and complete an online questionnaire. Adviser receives a PDF and electronic data file.
STEP 2: Adviser meets with the client to model and discuss the client’s requirements using date captured in the online questionnaire.
The family tree is autogenerated and provides for an in-depth discussion with the clients about key family members and the roles they may take and any individuals problems to be taken into consideration.
Advisers and lawyers can also take this opportunity to discuss the financial and estate needs of the client’s elderly parents, siblings and adult children who may need professional assistance.
The snapshot page is auto generated once information around entities and assets & liabilities has been captured. This shows who ultimately owns and controls each asset and how they are treated in terms of the estate.
Clients can now easily understand their, often complex, professional structures (sometimes for the first time) and discussions around strategies become clearer and decision making easier.
The structure pages provide a visual representation of what happens to assets if either client (or both clients) become deceased.
An Adviser can clearly explain how various assets could be treated in their estate plan
Once all the data has been entered and a decision made, the system auto-generates a 16-page personalised briefing paper for the client to take to their solicitor or for the adviser to send to an online legal solution to prepare the legal documents.
Once the client understands the importance of an estate plan and has a document that outlines their wishes they feel much more confident to take the next step to implementation.