You are here:   HomeEstate Planning Overview and ProcessTopdocs Protect
Print

Topdocs Protect

TOPDOCS PROTECT

REQUEST A DEMO LOGIN

Topdocs, in conjunction with our associated legal practice Topdocs Legal, provides a comprehensive range of Estate Planning services via Topdocs Protect, which include:

FULL SERVICE ESTATE PLANNING

Through our legal practice, Topdocs Legal, we provide a comprehensive suite of full service advice and documentation services in relation to:

  • Wills and Testamentary Trusts
  • Enduring Powers of Attorney
  • Trust and Business Succession Planning
  • Corporate Structuring
  • SMSF Succession Planning
  • Estate Administration (Vic)
  • Probate (Vic)

Our Full Service offering involves you, as the trusted advisor, acting as a facilitator of the process, ensuring you retain full control of your client, without assuming any of the legal risk associated with the preparation of the documentation and advice.

With our services extending nationwide, no matter where you are we can provide you with a comprehensive solution for your firm.

ONLINE WILLS AND EPOAs

Our self-directed online Will and Enduring Powers of Attorneys enable your clients to access quality estate planning documentation directly at very cost effective pricing.

Drafted by your senior lawyers at Topdocs Legal, our online Will caters for a wide range of personal circumstances and provides comprehensive inclusions you would only expect to see with full service documentation.

Our Online Will has a defined scope, and our ordering process vets your client prior to them competing the form to ensure the Will is right for them.

Our online Will is designed to be completed by your clients, to ensure you are not seen as providing legal advice.

Here’s how it works:

Topdocs Protect

ADVISER TRAINING

Topdocs Legal presents an intensive Estate Planning course that is CPD accredited (15 hours) and presented as a face to face one day intensive combined with a 7 hour online training module.

Designed specifically for financial planners, accountants and lawyers, this comprehensive course will provide you with the required knowledge to confidently facilitate Estate Planning for your clients, enabling you to communicate your understanding of their Estate Planning needs and to work with Topdocs Legal or other solicitors to provide Estate Planning services to your clients.

Following the completion of the course, you will be able to easily incorporate Estate planning as a service to your clients, creating an additional revenue stream for your firm and enabling you to provide a holistic service offering to your clients.

CLIENT ENGAGEMENT KIT

We work with you to promote estate planning as a service offering to your client base. As part of our service we can provide you with a range of branded marketing materials to drive engagement with your clients, encouraging them to contact you in relation to their estate planning needs.

Our client engagement kit is available free of charge and includes:

  • An editable client letter, directed to your clients, that outlines the reasons why estate planning is important for them;
  • An estate planning overview brochure; and
  • A questionnaire designed to encourage your clients to contact you regarding their estate planning needs.

These tools can be rebranded with your corporate colours - contact us on 1300 659 242 to arrange this free service or request a kit below: