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.
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.
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.
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.
We provide the following training once you have subscribed:
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:
Risk advisers face multiple threats to their businesses. Numerous reviews have led to lower upfront revenue, clawback provisions and increased education requirements.
Adviser platform AstuteWheel has launched its Astute Estate Planner service, which enables rapid implementation of the estate planning process.
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
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
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
Managing Director, Progressive Financial Planners
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.