Solution introduction
The solution to protecting your clients and also making estate planning a profitable addition to your practice offering is here. Easy-to-use and cures client procrastination with one click
Astute’s Estate Planner is a stand alone client engagement package that provides advisers, accountants and lawyers with an end-to-end process for facilitating estate planning in just 60 to 90 minutes using a step-by-step process
You can now make estate planning a profitable addition to your practice offering because it's now possible to achieve rapid facilitation of even the most complex family and financial structures. Client discovery, education, live presentation tools, briefing document generator - all in one! Powerful and easy-to-use, there is nothing else like it in Australia.
Astute Estate Planner provides you with estate planning strategies and a visual interactive process to educate and guide clients through the many decisions they are faced with prior to implementing an estate plan.
Note: The Astute Estate Planning Suite of Calculators are also available as an add-on enhancement to Astute Financial Planner or as a package deal with Astute Financial Planner 360.
Features and tools:
- Online information gathering
- Estate planning tools
- Reporting and compliance
