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Efficiently gather client information |
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Extract + identify key issues |
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Instantly produce high value documents |
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Option to conduct the full estate planning process or a simplified 'lite' version for less complex clients |
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Identify non-core services which can be referred to other providers |
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Ensure personal + client privacy with user-based access |
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Create a basis for regular review of a client's estate planning needs + a recurrent practice revenue model |
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Establish a register of information that family + professionals need to assist with estate matters (people, structures, documents, assets, debts, insurances, legal responsibilities) |
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Develop an action plan for the family to follow during a crisis |
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Identify key priorities clients have personally + for their business |
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Offer a family issues project management service |
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Introduce advisers to many other potential clients |
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Price services based on value, not time |