AstuteWheel’s Estate Planning Tool

Wealth Professional
April 14, 2014 AEST

The comprehensive AstuteWheel Estate Planning solution enables all parties involved in the process – the client, financial planner, solicitor and accountant – to understand the client’s situation, without the client having to repeat and recall their details to each professional.

The tools helps financial planners walk their clients through the estate planning process, ultimately producing an estate plan briefing document which they can take to a solicitor.

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