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CLIENT FACT FIND

Complete an Online Fact Find
download Download our paper Client Fact Find

Each person has different financial and personal circumstances, and because of this, Topdocs, through our associated legal practice Topdocs Legal, prepare a wide range of Wills and other estate planning documentation that caters for each person's particular requirements.

Our range of estate planning documentation covers the most basic of scenarios, such as all assets being gifted to the Willmaker’s spouse, to the most advanced circumstances where multiple properties, business assets and blended families may be factors.

CLIENT MARKETING MATERIALS

To assist you to engage with your clients for their estate planning needs, we have developed a range of marketing materials that you can edit and rebrand to provide to your clients. These include:

  • A client letter, outlining why estate planning is important for them;
  • An estate planning overview brochure; and
  • A brief questionnaire designed to encourage the client to contact you regarding their estate planning needs.

For a copy of these free marketing materials, please contact the Topdocs team on 1300 659 242 or via email at support@topdocs.com.au

TOPDOCS ONLINE CLIENT FACT FIND

Complete an Online Fact Find
download Download our paper Client Fact Find

When a client engages you to prepare their estate planning documentation, our online Client Fact Find enables you quickly and easily provide us with general information in relation to your client’s assets and personal wishes. This information enables us to then provide you with an accurate quote for the preparation of the required documentation to ensure your client’s specific requirements and wishes are catered for.

This short online form asks general questions relating to:

  • The personal circumstances of your client, including their marital status
  • Information about your client’s children
  • Assets held personally or jointly by your client
  • Assets held in corporate, trust, business or superannuation by your client
  • Specific wishes your client has in relation to their Will

The completion of this form is free, and there is no obligation to proceed with us once we provide you with your quote.

A LAWYER WILL PERSONALLY CALL YOU AFTER YOU SUBMIT YOUR FORM

Once you submit your form, a lawyer from Topdocs Legal will personally call you to discuss your client’s specific requirements, and provide you with a quote to prepare your required documentation.

This documentation may include a Will, powers of attorney, and/or succession planning documentation, all depending on the specific circumstances of your client. Any documentation ordered will be signed off by a Lawyer at Topdocs Legal.

Following your conversation, you are free to order all, part, or none of the recommendations that are provided to you.

MORE INFORMATION

If you have any questions in relation to ordering estate planning documentation with Topdocs, please contact a consultant on 1300 659 242 or email support@topdocs.com.au