The estate planning platform allows lawyer to enable advisers to navigate clients’ estate planning needs. From the discovery of a client’s circumstances through to testamentary wishes and managing lawyer referrals, the adviser drives and controls the process.
- Our virtual lawyer does all the hard work to question and explore your client’s circumstances and uncover issues that will impact their estate plan
- Engage a lawyer based on jurisdiction, specialty or reputation
Navigate your client’s testamentary wishes using our issues legal bot to move them to document creation and signoff.
Sign and file
- Sign, witness and store the final copy at our deeds register