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CLIENT SUPPORT

As part of our service, professional advisers are provided with ongoing estate planning advice and support by legal experts at Topdocs Legal.  They work closely with you to determine the requirements for each of your clients, based on the information your client has provided through the fact find process. 

The lawyers at Topdocs Legal apply their extensive experience to provide guidance on the right structures and documents your clients may require. They can also point out any potential issues to avoid or address early in the process.

Understanding that the circumstances and requirements of individuals change with time, Topdocs, through Topdocs Legal, can review your client's Wills and other estate planning and succession planning documents from time to time (or as required) to ensure that they are up to date and meet the needs of the client. 

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 that your clients can complete to notify you of the types of estate planning documentation they already have in place.

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

MORE INFORMATION

For further information regarding our products, ordering options and pricing, please click on the relevant ordering links or contact us on 1300 659 242.