Leading documentation provider Topdocs has released a new estate planning solution for advisers that streamlines the process of obtaining estate planning advice and documentation, and most importantly, keeps the adviser at the heart of the client’s financial affairs.
Developed to enable advisers to provide a more holistic service to their clients with respect to estate planning, the new solution allows financial advisers to be actively involved in the estate planning process, without assuming the legal risk of providing legal advice and documentation.
“Our feedback has been that advisers are fed up with having to outsource estate planning to their clients’ solicitors, as they lose a degree of control over the process, and often can result in clients not following through with actually seeing their solicitor,” says Topdocs Director Michael Spakman.
“This in turn often leaves clients without adequate estate planning documentation – the worst possible outcome.”
The new Topdocs’ solution assists advisers from start to finish and includes free marketing collateral to enable advisers to engage with their clients, an online estate planning ‘fact find’ to easily submit client information, and access to personal meetings with Topdocs Legal lawyers in person and via video conferencing.
All legal advice and documentation is provided by Topdocs’ associated legal practice, Topdocs Legal.
At the centre of the Topdocs’ estate planning process is the online Client Fact Find which enables advisers to enter pertinent client information to receive an obligation free quote on the required Will and other documentation.
Says Mr Spakman: “Estate Planning is a complex area, and often, advisers get bogged down in pages and pages of forms to complete, simply to get an idea of what their client needs to have prepared. Our online Client Fact Find is a quick and easy form that takes just minutes to complete, and once we receive it, a lawyer calls the adviser directly to discuss their client’s needs.
“This means the adviser can be actively involved in the estate planning process, but at the same time, distance themselves from the legal risk of providing the documents and advice, which is assumed by Topdocs Legal.”
Topdocs will be showcasing their new estate planning solution at the FPA Professionals Congress held in Adelaide from November 18 – 21.
