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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