(03) 9854 6254

Improving client experience is the best practice development strategy.

But it’s complex. Ask how we can help.

Learn more about the four parts of a digital marketing solution ›

Which part is your practice missing or could improve?

We Can Help

We are the only company that can supply you all four parts, tailored for your specific industry.

How We Do It

Our services will turn your website into the cornerstone of your marketing and client support.

We will transform your website from a static online presence into a resource that can help you better implement your marketing plans in order to grow your practice.

Our three bundles give you access to our services at a discounted price compared to buying each service individually, but it also means we can cut the cost of a brand new website well below the industry standard rates. See our pricing section for more details.

Learn more about our individual content services ›

Learn about the other services we offer ›

Content Bundle Pricing
  • Start Small
  • Just starting out?

    Hit the ground running with an up-to-date online presence care of our news article feed.

  • What's included?
    • Our news article feed, featuring 7-9 financial planning news articles automatically added to your website every month
    • OR

      Our unique video feed, Up to 18 vidoes (3 lots of 6) over 12 months. All focus on industry related topics and great content for improving client experience
    • A selection of General Calculators, powered by ASIC's MoneySmart
    • Limited website & CMS support (eg: assistance with CMS, updating content when required, updating your FSG and other documents, etc)
    • Access to the site CMS, allowing you to update some areas of your website at any time
    • A Message Window, used for displaying important notifications, added to the home page of your website - Iggy CMS only.
  • $79 per month

    Discounted one off, fixed, payments of $1,995 (website) and $165 (search engine registration) available if required (minimum 12 month commitment)

  • Enquire Now
  • Extra Interactivity
  • Need a little more?

    This offer is for planners that want to give their clients that little bit extra.

  • What's included?
    • Our news article feed, featuring 7-9 financial planning news articles automatically added to your website every month
    • Our unique video feed, Up to 18 vidoes (3 lots of 6) over 12 months. All focus on industry related topics and great content for improving client experience
    • Limited website & CMS support (eg: assistance with CMS, updating content as required, updating your FSG and other documents, etc)
    • A selection of General Calculators, powered by ASIC's MoneySmart
    • Access to the site CMS, allowing you to update some areas of your website at any time
    • A Message Window, used for displaying important notifications, added to the home page of your website - Iggy CMS only.
  • $122 per month

    Discounted one off, fixed, payments of $1,995 (website) and $165 (search engine registration) available if required (minimum 12 month commitment)

  • Enquire Now
  • The Full Package
  • More an emplyee with benefits than just a service provider.

    Your website is not just an online business card. We make it your digital office.

  • What's included?
    • Our news article feed, featuring 7-9 accounting news articles automatically added to your website every month
    • Our unique video feed. 18 videos (3 lots of 6) over 12 months. All focus on industry related topics and great content for improving client experience.
    • Unlimited website support. Practices are realising that using a website is not easy to do or to fit into a day's work. We do everything so are now more an employment option than just a service provider. Let us do this job for you. Tasks include, but are not limited to, strategy development, adding/removing staff profiles, adding new services, updating all content as needed, changes of address, and updating FSGs and other documents. All you do is send us an e-mail of changes and they are done soon after.
    • Strategy input. Access our 23+ years of experience to discuss your own practice development thoughts. Discuss ideas staff suggest or ones you pick up at a conference or similar. Know what has been tried before so you are not wasting money 'reinventing the wheel'.
    • Social Media Updating enables us to automatically post your website's article feed to your Facebook, Twitter or LinkedIn company pages
    • Our secure file transfer facility added to your website
    • Our stock ticker added to your website
    • Access to the site CMS, allowing you to update some areas of your website at any time
    • A selection of General Calculators, powered by ASIC's MoneySmart
    • A Message Window, used for displaying important notifications, added to the home page of your website - Iggy CMS only
  • $165 per month

    Discounted one off, fixed, payments of $1,895 (website) and $165 (search engine registration) (minimum 12 month commitment)

  • Enquire Now
See Our Work

Who We Are

For over 20 years we have worked exclusively with financial planners and accountants to help them better use their digital resources for practice development.

This focus means our solutions are the most complete available plus we regularly change our offering to reflect the needs of financial planners and accountants. Recent additions, such as our News & Practice Updates, replace outdated newsletter distribution solutions and remove the prohibitive costs of a professional solution.

Price and flexibility are what financial planners and accountants need. As such, most of our services are available on any website and can be bundled for even better value.

When we develop a marketing solution for your practice, we believe your existing client base is the best place to start, followed by your referral partner(s). We look to maximise referrals and access known client bases rather than simply relying on attracting clients from cyberspace.

Better results, improved client experience, less global giants.

Dealer Group Affiliations

We provide services to many clients affiliated with major financial planning dealer groups across Australia.

What our clients say
Our Blog

Getting more from your client communications.

A 21st century News & Practice Update (N&P) compared to a 20th century Newsletter.   Improve compliance at the same time.  ...

Read More

The future of practice development strategies for Financial Planners and Accountants.

We all agree that the development rate of digital marketing options has been phenomenal over the past 10-20 years. So too have the changes in the...

Read More

Why Covid-19 is an opportunity for Accountants and Financial Planners.

Every individual and business has a collection of Support Partners (SPs) in their life including accountants, doctors, banks, financial planners...

Read More

What is HTTPS and how does it relate to your website?

We've all noticed in recent times that the URL of a number of sites now start with HTTPS rather than HTTP, but what does this mean? And why are...

Read More

Key areas where a planner delivers long-term results.

The fifth in our series of articles on how a financial planner adds value to a portfolio. The past four articles, all included in the article list on...

Read More

Part 4 – The major benefit of ‘behavioural coaching’.

One important part of a planner’s job, and what adds real value, is being able to keep their clients focused when times are bad. Part 4 in the...

Read More

Get In Touch

Contact Us

If you would like us to help you and your financial planning business reach the next level, don't hesitate to get in touch today!

Fill out the form to send us an enquiry or ask a question, or use the following methods to contact us.

Email, Phone & Fax

Office Address & Hours

  • Suite 408, 89 High Street, Kew VIC 3101
  • 9:00AM to 5:00PM (Mon-Fri)


  • We offer limited e-mail and phone support after hours, on weekends and on public holidays.

    Website Development

    • We can supply content for your Services @ $49 a Service.
    • We have built well over 2,000 websites for financial planners and accountants.  We began in 1998 and work exclusively for financial planners and accountants.
    • Our prices are around half the industry norm.
    • Our sites are fully responsive, well design and quick to load.
    • We build using either WordPress and Iggy (the only Australian made CMS).

    View examples of our work here.

    Ask Us A Question

      Interactive Content & Support

      Interactive content is the life blood of a planner’s website and shows current and potential clients you offer more value than your competitors.  More popular sites do better in Google as well.

      • 6+ industry related articles every month uploaded to your website.
      • A good range of Calculators
      • Videos on financial planning and accounting topics.  Buy either individually or let us rotate 6 videos every 12 weeks through your website.  Great for generating website traffic, client interaction, and client education.
      • Financial Tools that include Xero integration and a CRM.
      • Very high standard of support including website updating
      • Strategy input
      • Very popular Stock ticker

      Plus many other options that can be purchased separately or in cost effective Bundles.

      Ask Us A Question

        Client Communication

        This is far more than a boring old newsletter service that only transfers information.

        Our news & practice updates help a practice grow.  There are two types and both seek to:

        • Maximise client referrals,
        • Generate more business from a client base,
        • Improve client experience ,
        • Give something back through competitions,
        • Include your business clients,
        • Look to gain access to referral partner client bases,
        • To generate far more website traffic that will improve Google rankings and, hence, generate business,
        • A bespoke solution, and
        • We discuss marketing strategy with clients.

        We are more like an extra member of staff than just a service provider.

        Ask Us A Question

          Inbound Marketing

          A website, interactive content and client development are all vital but be supply Inbound Marketing services as well.

          • SEO
          • Google AdWords
          • Social media strategies

          Ask Us A Question

            News Articles

            6+ new articles every month uploaded to your website. Replace the cost and frustration of newsletters in one simple step.

            We offer individual news article feeds for both financial planners and accountants. Our article feeds can be added to any website and will keep your website up-to-date and interesting.

            We supply 12 editions of news articles throughout the year, distributing 6+ articles per month to your website.

            News articles are a great way to improve client communications, a very important practice development activity that we now offer.

            News articles generate more website traffic than newsletters. Extra website traffic leads to better rankings in Google and, therefore, more chances of new business.

            News articles on your website are easier for clients to access than a newsletter.

            Ask Us A Question

              Educational Videos

              We offer 18 videos over a twelve month period for the price normally paid for just two.

              This is exceptional value and allows video content to be used without the prohibitive expense of the past.

              There are two options:

              We automatically upload 6 videos to your website and rotate the collection 3 times a year. This is the same as having 18 videos every 12 months.

              This service is included in our top two Bundle plans or can be added to almost any site as a standalone option for $45 per month.

              Each video can be purchased individually and personalised with your branding and contact details. We will then embed the video into your website. Cost: $199 per video.

              Order, ask a question or request a list of titles using the contact form.

              Ask Us A Question

                Financial Tools

                Financial tools content to go here, including link to demo the financial tools

                Our Financial Tools are a comprehensive system of client management; vaults; digital forms such as tax return checklists and fact finds; calculators; and client communication modules. Together these allow for the best possible practice development because, once added to your website, current and potential clients can sign up for a FREE account and being using them right away.

                This service adds significantly to the interactivity of your website as well as offering your clients extra support and value for their money.

                You are notified whenever a new account is registered on your website, providing you with a direct lead to new clients or a gateway to offering additional services to existing clients.

                As well as helping improve client’s financial literacy, our tools also allow them to perform tasks such as creating a budget, analysing cash flow, analysing their superannuation, determining insurance needs and many more.

                A new Xero API allows the automatic updating of client clients into target groups. Our Client Communication service can use this system to develop the potentials in your client base and referral network.

                The entry level Financial Tools package is available in our top bundle plan. Full portal upgrade options are available.

                Please contact us to discuss your financial tools requirements today.

                Register for a FREE account and see a demonstration of our Financial Tools

                Ask Us A Question

                  Secure File Transfer

                  Transferring files in a secure manner and in both directions has always been needed. Few services are as simple as our Secure File Transfer system.

                  Stricter privacy laws mean more information needs to be transferred in this way. For added security your website needs to run under HTTPS.

                  Secure File Transfer eliminates this risk.

                  All file movements generate e-mail notifications and uploaded files are automatically deleted after 5 days.

                  Uploaded files are encrypted and can only be accessed via your website which also promotes extra exposure for your brand and your services.

                  Our Secure File Transfer service is included in our Full Package bundle. Contact us to discuss adding this service to your website as a standalone service if the bundle option is not suitable for your needs.

                  Ask Us A Question

                    Stock Ticker

                    Our stock ticker displays the current price of stock from the top 100 companies (based on market capitalisation) on the Australian Stock Exchange.

                    Adding it to your site adds peripheral movement, which is known to enhance viewer concentration. Our stock ticker also associates your website with your specific industry and services, which is a simple, cheap and sensible marketing decision.

                    It is one of our oldest and most popular services and it can be added to almost any website.

                    Our stick ticker is included in our top two bundle plans or is available for $25 per month as a standalone service.

                    Ask Us A Question

                      General Calculators

                      Calculators have been one of the few original website features that added interest and extra support to a site. However, with the many changes to regulations, etc over the past few years some calculators struggle to keep up.

                      To help overcome this we supply a page of links to calculators on ASIC’s MoneySmart website. ASIC developed this site to ensure calculators are up-to-date but by adding them to your website they also help you generate website traffic that helps your rank your practice higher in Google searches.

                      Ask Us A Question

                        Message Window

                        This feature is included in any site built using the Iggy content management system (CMS).

                        Message Window is all about delivering messages to existing and potential clients when they visit your website.

                        An example. You send a communication e-mail to your clients. It might include a main message, hyperlinks back to your site, and something extra on one or more of the other services you offer.

                        When the client ‘lands’ back on your site, there is one or more extra messages in the message window that they can’t miss. When you don’t have a message to display at the moment, the space used on the site closes up and disappears.

                        Message Window helps you use every opportunity to generate business and educate clients. The more they know of your services then the more they will refer you to their own networks. The latter can increase the potential of your client database by 3-4 times.

                        Ask Us A Question

                          Social Media Updating

                          This service automatically updates social media pages with the news articles that we add to your website, plus any of your own that you add as well. These updates always link back to your website, where you prefer the viewer to always end up.

                          This service is included in our Full Package bundle or available as a standalone service for $15 per month with any other bundle.

                          It’s very important to keep your brand and services front and centre at every opportunity rather than linking to news articles on a third party site.

                          Bundle subscribers need to advise us if they’d like this service activated, and we will discuss the next steps required.

                          Ask Us A Question

                            Website Support

                            This is seem by our Full Package bundle clients as an extremely important service because it means they have a team of professionals here in Australia that they can ask to do almost anything to their website and know they won’t get an invoice soon after. An update might be quick or time consuming but the cost never changes.

                            All of our bundle plans include support but it is limited to basic alterations such as minor text changes and FSG updates in the two lower bundle options. However, for the Full Package bundle this support is unlimited: clients just have to ask.

                            It is not uncommon either for clients to ask us questions about other issues such as internet access through to digital marketing.

                            Our broad experience (over 21 years) and focus (we have only ever worked for planners and accountants) means we can answer them all – very few suppliers can claim to do that.

                            We also offer support for existing WordPress sites. An unmanaged WordPress site has the potential to be hacked. We can help prevent this @ $35 per month.

                            We’re not just support but rather a part of your team.

                              Ask Us A Question

                                Website Design & Development

                                Our best value websites are available in conjunction with one of our Accounting and Financial Planning Content Bundles.

                                We do, however, offer a standalone website design and development service for clients that are not in the Accounting and Financial Planning industries, or not in need of our content services.

                                There are two main site designs that we develop: single page scrolling sites and multi page sites.

                                As the name implies, single page scrolling sites display the entire website on a single page. The feature a menu bar like any other website, however the menu links scroll to to different sections within the single page instead of loading a new page. This website you’re visiting is a single page scrolling site. This style gives your business a great modern and professional look online. These sites are ideal for businesses that don’t have a lot of content for their websites, but can also accommodate those with larger content requirements.

                                A multi page site is the more traditional website style where the menu bar links to a different page on the site. This style is necessary for businesses with larger and more complicated content requirements. A multi page site is ideal for businesses that invest in SEO strategies and recommendations.

                                • Our websites are developed in Iggy, our own custom and patented web platform. WordPress development available on request.
                                • All of our websites include stock photography, supplied by Getty Images
                                • Search Engine Registration fee of $165 available if required, getting your business name on Google and other search engines. Google Analytics is added to your site as part of this service, allowing you to track page hits and other data.
                                • Website Pricing
                                • Learn More
                                  • Our $1,895 websites are only available with our Full Package (third tier) bundle (minimum 12 month bundle subscription required)
                                  • Our $1,995 websites are only available with our first and second tier bundles (minimum 12 month bundle subscription required)
                                  • Our $2,395 websites are only available for clients who aren't in the industry or do not require our content services
                                  • Due to the extra development time required, building in Wordpress attracts a 15% surcharge on top of these prices
                                • From $1,895 in a content bundle
                                • Enquire Now

                                News & Practice Updates

                                Practice development by improving client experience.

                                Developing the potentials in your client base is the best marketing an accounting practice can do. However, few do it well.

                                Our News & Practice Update service is a new service that is all about removing the limitations of Newsletters and replacing them with something more positive and productive.

                                Client development isn’t just the transfer of information as newsletters are. It’s more about client engagement; improving client experience; giving something back; reaching a broader range of client types; actively including business clients; incorporating referral partners; and generating website traffic – something Google ranks a site on.

                                Benefits of our service include:

                                • Bespoke templates that reflects your message, services, reminders and social media.
                                • The time and expertise most practices don’t have.
                                • A vital job is done every month.
                                • The cost is similar to doing this task in-house.
                                • Educate your clients so they are more able to promote your services to their family, friends, colleagues and associates.
                                • More referrals = Stronger Practice.
                                • Viral. A new client promotes you to their network. A new client from their network then promotes you to their network, and on it goes.

                                Newsletters are not a good tool when trying to attain any of the above. Newsletters didn’t work in the past and still don’t. They were always something that made a practice feel good but did little for clients.

                                Newsletters focused on the 6-10% of clients who read while our News & Practice Updates focus on this group PLUS the other 90%. This is done by including a practice’s social media; writing articles that push-back against adverse finance sector perceptions; we include video links; include staff profiles, and include case studies to help further educate clients in what you do.

                                Ask Us A Question

                                  Content Writing

                                  One of the hardest and most time consuming tasks for a practice is the writing of content for a new website. The results are always an opportunity cost, frustration and delay. We can help.

                                  Whether it’s simple content or more detailed with extra SEO benefits we can organise what your site needs. This way you save a lot of time and trouble plus the job gets done in a more timely manner.

                                  Ask Us A Question

                                    Search Engine Optimisation

                                    Search engine optimisation (SEO) is the process of enhancing a website and the online presence of a website. The aim is to improve the website or web page’s position in unpaid search results, along with the user experience. The benefits of a higher position in search results is that users are more likely to visit your web page. Numerous bodies of research detail that the top listings in search results receive the most attention. The benefits of a great user experience is that satisfied users may remain on a website for longer and have an increased likelihood of enquiring, purchasing or signing up.

                                    SEO differentiates from Google Ads. SEO focuses on organic leads from your unpaid positions in search results. Google Ads focuses on pay per clicks to drive users towards your website or goal. SEO is more of a long term strategy. Depending on the scale of the project, SEO could take multiple months before large improvements or enquiries appear. Smaller local businesses can benefit from SEO quicker in some cases, as their local listing could improve quickly. Larger websites competing for national or international keywords can take longer, sometimes a few months up to 6 months before greater improvements and enquiries can appear. A perk of SEO is that the beneficial work can continue to improve rankings and provide a great user experience, even if that specific SEO task has ended. Google Ads on the other hand can generate leads quickly though can have a high upkeep cost and if the Google Ads campaign is paused, then no leads will be generated.

                                    PlannerWeb are experts at SEO and have been assisting numerous financial planners for years. Our team use modern methods that adhere to current Google guidelines. We do not resort to spammy “black hat” SEO techniques. Quality for our clients and their users is of the utmost importance. Focusing on quality pays off more and more as Google penalises sites resorting to spam techniques, causing quality websites to rise to better positions in search results.

                                    What’s Involved in SEO for Financial Planners?

                                    SEO can vary from industry to industry. The SEO for financial planners can be different to say a car wash or ecommerce business. We review every client’s unique position, specialities and goals, then develop a strategy to suit them.

                                    PlannerWeb assists financial planners on an SEO front by:

                                    • Improving the performance and loading time of their website.
                                    • Enhancing the accessibility. This improves the experience for all users, particularly those with visual impairments.
                                    • Keeping content fresh and appealing.
                                    • Building your local presence and helping you stand out.
                                    • Growing the strategy as your business grows. New goals? Want to focus on a specific service? We adapt your SEO strategy to suit the direction that you want to take your business.

                                    Do I Need Search Engine Optimisation?

                                    Do you have a website where you want to be found, want more enquiries, sales, calls and sign ups? Then search engine optimisation can be a fantastic addition to your marketing strategy and lead generation.

                                    Ask Us A Question

                                      Website and Domain Hosting

                                      The range of hosting solutions that we offer is as follows:

                                      1.  Full domain hosting package.  This includes the hosting of your website, up to 15 POP e-mail accounts and DNS hosting for your domain.  To organise this we need the username and password you received when you originally registered the domain itself.

                                      2.  Website-only hosting. This includes hosting for the website only. In this case you only need to ask your existing domain host to point the appropriate DNS records at our server. Perfect for clients that are using Office 365 or Google hosted email services.

                                      Our full domain hosting package has cPanel management that gives you access and control of many aspects of your hosting such as adding/removing e-mail accounts for example. Alternatively, you can simply ask us to make these changes if you prefer.

                                      • Website Hosting
                                      • Learn More
                                        • Our $225 website-only hosting package covers hosting only. No email or DNS hosting included.
                                        • Our $295 full domain hosting package includes website hosting, email accounts and DNS hosting.
                                        • Our hosting packages available to anyone, whether we built your website or not.
                                        • Contact us to determine which hosting package best suits your needs.
                                      • From $225 per year
                                      • Enquire Now

                                      Digital Signatures & Client Vaults

                                      Provide a secure digital signatures for you and your clients.
                                      • $150 per month for up to 30 digital signatures, and as many vaults as your clients require.
                                      • $245 per month for unlimited digital signatures, and as many vaults as your clients require.

                                      Our Digital signature service is dedicated to simplifying the process of signing documents online. 

                                      Your most important documents can be electronically signed without the hassle of a printer, scanner, or fax machine.

                                      Provide a secure vault for you and your clients to store and transfer public and private files.
                                      • $99 per month

                                      Our Vault allows you to start smaller than a full portal but with a file transfer and storage system that includes control of what files your client can and can’t see/access.

                                      Immediate e-mail notifications are sent when a file is uploaded or downloaded from either end.

                                      Other benefits include audit tracking and asset/file distribution. An example of the latter is where a ‘common’ letter can be automatically copied to all in a groups from just the one uploaded copy. Plus you can offer clients a ‘safe’ to help them manage documents such as wills and deeds.



                                      Instructions below

                                      Digital signature at FACTS Online

                                      Digital signature became a standard business practice in Australia since the ATO approval in 2017. Under the hood, a digital signature is a recording of a signer fingerprint such as login, Internet address and time stamp. The signer fingerprint data is encoded by a Public Key Infrastructure (PKI) to create a unique one-off signature.

                                      FACTS Online digital signature module accepts PDF and Word files and backed by Global Sign. The signature workflow has two steps: signature request and signing.

                                      Signature request

                                      Team users set up the document, participants, signature positions and signature type. Signature request workflows are initiated from the system dashboard or client vault folder.

                                      Signature request from the system dashboard:

                                      • On the dashboard, click “Create a signature request”.

                                      • Select a client from the list or click “Add a New Client”.
                                      • Upload signature file (PDF or Word formats are preferred).
                                      • Select recipients. The selected client is added by default. You may add other clients or team users to this process.
                                      • Set the signature location. Scroll through the document and mark signature locations. Note: Select which participant signs a position using the dropdown at the top of the page.

                                      • Finally, edit and send a signature request.

                                      Signature request from Vault folder (for preloaded files):

                                      • On the dashboard search for the client by name or email and click the client name.
                                      • Click “Vault” at the left bar to view client Vault folder.
                                      • Find the file and click the signature column (marked as (off)).

                                      • Select recipients. The selected client is added by default. You may add other clients or team users to this process.
                                      • In case of multiple recipients, select signature order setup. When “Must sign in order” is selected, participants can only sign the document in the specified order.
                                      • Set the signature location. Scroll through the document and mark signature locations. Note: Select which participant signs using the dropdown at the top of the page.
                                      • Finally, edit and send a signature request.

                                      Signing a document

                                      Once a signature request is created, participants log in and sign the selected document.

                                      Client signature:

                                      • Login as a client to FACTS Online.
                                      • Click “Signatures” at the dashboard.
                                      • Click “Sign” column for unsigned files.

                                      • Setup your signature (one-time only). Draw using mouse or touchpad, upload a scanned signature or select a premade font.
                                      • Click “Next”.
                                      • Click and sign all required locations.

                                      • View document or close.

                                      Team user signature:

                                      • From the dashboard, click Signature at the top bar.

                                      • Click to sign each document.
                                      • Setup your signature (one-time only). Draw using mouse or touchpad, upload a scanned signature or select a premade font.
                                      • Click “Next”.
                                      • Click and sign all required locations.
                                      • View document or close.


                                      Ask Us A Question

                                        Stock Images

                                        Why not add an extra image to your website from time to time?

                                        $15 per image if an existing client or FREE if you are subscribed to our Full Package bundle.

                                        We have access to over 10 million images at gettyimages.com.au on behalf of our clients. All you need do is find the images that you want on Getty Images and send us the image ID codes.

                                        We include a number of stock images when we build each website at no additional cost.

                                        Ask Us A Question

                                          Content Management System

                                          $225 per year if not included in a bundle

                                          We use two Content Management Systems for building our websites. One is known as Iggy, an Australian invention, and the other is WordPress.

                                          Iggy is simpler for our clients to use. WordPress takes a bit longer to build and has more features and options, however the latter comes at a cost to site security. As such, WordPress sites incur a small premium and have an ongoing maintenance fee to ensure they don’t cause problems for you or the servers they are hosted on.

                                          Ask Us A Question

                                            Estate Planning

                                            Estate Planning

                                            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.

                                            Data collection

                                            • 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

                                            Lawyer’s Panel

                                            • Engage a lawyer based on jurisdiction, specialty or reputation

                                            Client  wishes

                                            • 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

                                            Ask Us A Question