Estate Planning Software

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 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.

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.

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.

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.