Estate Planning Software
Client discovery, education, live presentation tools, briefing document generator - all in one!
Powerful comprehensive easy-to-use facilitation tools for advisers, accountants and lawyers.
Make Estate Planning a key part of your service with powerful, easy to learn and use Estate Planning Software
Astute’s Estate Planning Tools provides the adviser with an end to end process for facilitating the estate planning needs of their clients.
FACILITATION: A professional and efficient system simplifies complexity by using great visuals and plain English. Meetings are shorter and more powerful. Clients are fully engaged in the process and make informed decisions.
IMPLEMENTATION: A comprehensive auto-generated document captures client information and wishes for the lawyer to draft Wills and Estate Documents.
Step 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.
See the software in action
This 12 minute video gives an end-to-end explanation of why advisers, accountants and lawyers are finding Astute Estate Planner such an intuitive and powerful new tool for their business.
- Profiles elements of the educational tools your clients will see
- Demonstrates client information gathering systems, including the Estate Planning Questionnaire
- Tours all aspects of the software: its tools and calculators, presentation and modelling tools
- Profiles the Estate Briefing Document and integrated options for legal implementation of the Estate Plan
Estate Planner Training
Our Estate Planning Software is intuitive, so it's easy to learn and use. There are also regularly scheduled webinars, online video tutorials and case studies to help you get quickly get most out of Astute Estate Planner's tools, calculators and client engagement systems. We run one day workshops, where you can earn CPD Points, and there are bi-annual User Forums held in your closest capital city.
FAQs
We provide the following training once you have subscribed:
- Training videos
- Case studies
- User forum training – in major cities every 6 months
- One day Workshops – at a cost (run by Estate Planning lawyers)
- Webinars
No the system is totally web based and so you need to have access to the internet to use it.
Whilst you can use the system on a tablet it was designed for use on a laptop or on a screen in a meeting room. Tablets have limitations in using CSV files, xml files and creating documents.
Yes there is a 12 month minimum subscription time, after that you can cancel with three months’ notice.
Yes we encourage you to save your information as you prepare for and progress through the client meeting.
No – we licence individual users and the client facing pages clearly identify that user, any misuse of the licence could lead to the suspension of your licence and or legal action.
No – The system doesn’t integrate with any CRM at this stage.
Yes – our system enables you to send the Briefing Paper information to the following partners electronically for an obligation free quote:
- Legal Hub
- Topdocs
- View Legal
- Yodal
