The solution to protecting your clients and also making estate planning a profitable addition to your practice offering is here. Easy-to-use and cures client procrastination with one click.
Astute’s Estate Planner is a stand alone client engagement package that provides advisers, accountants and lawyers with an end-to-end process for facilitating estate planning in just 60 to 90 minutes using a step-by-step process.
You can now make estate planning a profitable addition to your practice offering because it's now possible to achieve rapid facilitation of even the most complex family and financial structures. Client discovery, education, live presentation tools, briefing document generator - all in one! Powerful and easy-to-use, there is nothing else like it in Australia.
Astute Estate Planner provides you with estate planning strategies and a visual interactive process to educate and guide clients through the many decisions they are faced with prior to implementing an estate plan.
Note: The Astute Estate Planning Suite of Calculators are also available as an add-on enhancement to Astute Financial Planner or as a package deal with Astute Financial Planner 360.
$250 P/M + GSTBook demo
|Estate Planner Core
|Systems sends your client an explainer Video Email
|Client watches short Estate Planning Explained video
|Client completes online Estate Planning Questionnaire
|An interactive Family Tree Diagram is automatically generated from their Estate Planning Questionnaire
|An interactive Entity Diagram shows clients' entities (personal, joint, super, family trusts & companies) and the assets within each entity
|Once the client has decided how their estate is to be divided, a Structure Diagram is auto generated caputing how assets are to be directed
|Estate Planner outputs 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.
A comprehensive engagement process asking all the right questions to ensure your client’s wishes are captured in an estate planning briefing document for the solicitor. Provide clients with education and guidance about wills, enduring power of attorney, power of guardianship and testamentary trusts.
Expand your service offering and profitability by facilitating Estate Planning in 60 to 90 minutes. Producing an Estate Plan briefing paper and protecting your clients is now easier than ever before.Learn More
Clients receive video email from you carrying your logo.
Clients watch a short video explaining key estate planning terms.
Clients complete an online questionnaire at a secure site
Auto generates the client’s family tree for discussion of key relationships and potential issues.
Auto generates a visual showing the client’s entities (personal, joint, super, family trusts & companies) and the assets within each entity for the client to easily understand their structures.
Provides a visual showing how the clients assets and entities are being distributed and the choices that can be made. Testamentary Trusts can also be discussed.
16 page personalised briefing document auto-generated in MS Word.
Briefing doc goes to; their lawyer, your recommended lawyer, or to an Astute-integrated online legal provider.
Personalised briefing doc goes to para-legal or an Astute-integrated online legal providers to draft the Wills and Estate Documents.
I find the estate planning tool very simple to use and very easy for a client to understand. Clients are walking away really thankful that you have made them aware that it may not be just a Will and enduring power of attorney that they need but they may also need a testamentary trust. We just find the tool fantastic to use to engage with our clients.
AstuteWheel has helped me to quantify and answer the fundamental questions almost all clients want to know, that is: “how’s my retirement income looking and what can I do about it?”. We have embedded the AstuteWheel process to create a ... Read more
To subscribe to Astute Estate Planning Software please complete this form and we will contact you within 24 hrs to guide you through the setup process. You can be using the software within 3 business days.