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.

Video email with your brand
Client education

Clients watch a short video explaining key estate planning terms.

Astute Estate Planner explainer key terms
Online questionnaire

Clients complete an online questionnaire at a secure site

Astute Estate Planner

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.

Family Tree
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.

Snapshot
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.

Structure

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.

Auto generated Estate plan from adviser or account
Implementation

Briefing doc goes to; their lawyer, your recommended lawyer, or to an Astute-integrated online legal provider.

Estate Planning implementation
Lawyer as facilitator

Personalised briefing doc goes to para-legal or an Astute-integrated online legal providers to draft the Wills and Estate Documents.

Auto generated Estate plan from adviser or account

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 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.

Estate Planning Software Training

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

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, Aventree financial.

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, The Empty Nesters Advice Group.

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

I’ve had a good look through the new release of the estate planning module and it’s fantastic! I ran through my own detailed situation both as a client, then importing the details work email to me and updating the details as the planner. This is a fantastic tool that we ... more

Brad Downes
Managing Director, Progressive Financial Planners

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.

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