Estate Planning Software
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.
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Astute Estate Planner
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.
| Product Inclusion | |
|---|---|
| Estate Planner Core | |
| Income Calculators | |
| Investment Calculators | |
| Debt Calculators | |
| Insurance Calculators | |
| Retirement Calculators | |
| Estate Calculators | |
Features & tools
| 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. |
Protect your clients and facilitate Estate Planning in under an hour
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.
Included
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 MoreStep 1: Information Gathering
The client watches an education video and completes an online questionnaire which is sent to the adviser as a PDF and electronic data file
Video email
Clients receive video email from you carrying your logo.
Estate Planner: Video email
Once you have identified a client that requires an estate plan, you send them an email link which takes them to a web page personalised with your logos and business details.
The presenter explains the importance of estate planning and explains the process.
Client education
Clients watch a short video explaining key estate planning terms.
Online questionnaire
Clients complete an online questionnaire at a secure site
Step 2: Client meeting
The adviser meets with the client and uploads the data file to discuss the client’s requirements.
Family tree diagram
Auto generates the client’s family tree for discussion of key relationships and potential issues.
Estate Planner: Family tree diagram
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.
Entity diagram
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.
Estate Planner: Entity diagram
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.
Structure options
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.
Estate Planner: Structure options
The structure pages are autogenerated once the client has decided how their estate is to be divided. These diagrams allow the adviser to visually explain how certain assets can be directed through the estate or directly to the beneficiary.
The use of testamentary trusts can also be explored and this is usually triggered by questions asked in a previous page around beneficiary issues, asset protection and tax minimisation.
Step 3: Briefing document
Once all the data has been entered and 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
Accountant or Adviser as facilitator
16 page personalised briefing document auto-generated in MS Word.
Estate Planner: Accountant or Adviser as facilitator
With one click a comprehensive and personalised briefing document is created which captures all the clients’ estate planning wishes, the word document can be further edited by the adviser if needed.
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.
Implementation
Briefing doc goes to; their lawyer, your recommended lawyer, or to an Astute-integrated online legal provider.
Estate Planner: Implementation
Having gone through this process the client has a much better understanding of the estate planning process and feels in control as they have their wishes documented. As a consequence, they are much more likely to proceed with implementing their plan through a lawyer who has a clear set of instructions and all the background information they need to proceed.
Our estate planning software also integrated with several on-line legal options that can be discussed with the client. A few clicks can send off all the relevant information, the client will receive a quote to have the required legal documents drafted, discussed and implemented with a qualified lawyer.
Lawyer as facilitator
Personalised briefing doc goes to para-legal or an Astute-integrated online legal providers to draft the Wills and Estate Documents.
Estate Planner: Lawyer as facilitator
The briefing document produced through the discovery meeting becomes the basis for your legal document generation. These legal documents can either be generated in house or outsourced to an on-line legal provider to produce.
The client has both an easy to read document to share with their key family members as well as the legal documents you provide.
Emma explains how Astute Estate Planner makes this daunting process much easier for financial advisors and their clients and by using the online estate planning software how the entire process has become quicker and more streamlined.
Emma Cunningham, Financial advisor, QLD.
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.
Matthew Bazzica, Financial Planner, SA.
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 much more client friendly and efficient fact finding process, review ... more
Brad Downes, Managing Director, Progressive Financial Planners, NSW
Congratulations on the estate planning tool. Simply brilliant! more
Reuben Zelwer, Senior Partner, Adapt Wealth Management, Malvern VIC
Estate planning is going so well. It is all done online-electronically and clients LOVE it. Astute Estate Planner is amazing! Worth the wait. Well done! more
Janean Hicks, Director, MVP Wealth
Astute Estate Planner Enquiry
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.
