topdocs’ estate planning · 2016-03-22 · topdocs.com.au | 1300 659 242 topdocs’ estate...
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Topdocs’ Estate Planning Solution for Advisers
topdocs.com.au | 1300 659 242
Today’s Webinar
About Topdocs and Topdocs Legal
What is Estate Planning?
Traditional Estate Planning model
Topdocs’ Estate Planning Solution
Free Client Marketing Kit
Online Client Fact Find
Video Conferencing Facilities
Documents Provided
topdocs.com.au | 1300 659 242
About Topdocs
Established in 2006, Topdocs has grown to be one of the most recognised legal documentation firms in Australia
We focus on providing our clients with innovative solutions to provide them with easy access to quality legal document solutions
topdocs.com.au | 1300 659 242
About Topdocs
What is the Topdocs Difference?
- Comprehensive range of SMSF, Company, Trust and Estate Planning documentation
- Easy online ordering, including integrations with ASIC, BGL, Class Super, Macquarie, NAB, Commbank, XPLAN and now the Australian Business Register
- Free technical advice and support
topdocs.com.au | 1300 659 242
About Topdocs Legal
Legal Practice
Quality
Documents
Topdocs Legal is a incorporated legal practice, with a team of lawyers specialising in the provision of advice and documentation in the areas of:
Estate Planning
Succession Planning for Companies and Trusts
Corporate Agreements
Self Managed Superannuation
and more
Topdocs legal provides all of the advice, and signs off on all of the documentation, prepared via our Estate Planning solution
topdocs.com.au | 1300 659 242
What is Estate Planning?
The process of clearly documenting
- The manner in which your personal assets are to be distributed upon your death (Wills)
- Who you would like to make decisions on your behalf if you become incapacitated (POAs)
- How entities in which you have an interest are to be controlled upon your death (estate planning and business succession documentation)
topdocs.com.au | 1300 659 242
Traditional Estate Planning Model
Refer Estate Planning work to your client’s solicitor
Disadvantages
- Lose control over the process and your client
- Risk that your client won’t follow through
- Overly expensive – lawyer needs to start again with their data finding
- You miss out on charging a fee
topdocs.com.au | 1300 659 242
Topdocs’ Estate Planning Solution – The Process
We provide you with a Free Client Marketing Kit
You fill in our Online Client Fact Find
Our lawyers call you to discuss – obligation free quote
If proceed, deal with you and your client together in person or via video conferencing
Documents and advice prepared by Topdocs Legal
topdocs.com.au | 1300 659 242
You remain in control of the process, without assuming the legal risk!
- Our lawyers work with you so you retain complete client control, minus the legal risk
- Providing client instructions is quick and easy
- Your clients receive quality documentation and advice at competitive prices
- You can charge a fee
- Your client’s Will and other documentation actually gets done!
Topdocs’ Estate Planning Solution – The Benefits
topdocs.com.au | 1300 659 242
Topdocs’ Estate Planning Solution – Key Benefits
Free Client Marketing
Kit Easily Engage with
your clients
Online Client Fact Find Easily provide your
client info
We speak to you and
your client directly,
either in person or via
video conferencing
You control the
process and retain
client control
All advice and docs
signed off by Topdocs
Legal
The legal risk is
assumed by us, and
not you
topdocs.com.au | 1300 659 242
Topdocs Estate Planning Solution – Free Client Marketing Kit
Client Letter
Questionnaire
Brochure
Dying Intestate Information
All items can be rebranded for you, free of charge
topdocs.com.au | 1300 659 242
Topdocs Estate Planning Solution – Online Client Fact Find
Easily provide us with your client’s information via our Online Fact Find
Let’s take a look
topdocs.com.au | 1300 659 242
Topdocs Estate Planning Solution – Lawyer Call Back
Once you have submitted your Client Fact Find, a lawyer from Topdocs Legal will call you to discuss your client’s required documentation
They will then provide you with a obligation free quote
topdocs.com.au | 1300 659 242
Topdocs Estate Planning Solution – Video Conferencing Facilities
If you client decides to proceed, our lawyers can continue to speak with you, or directly to your client, it’s your choice.
Our video conferencing facilities ensure we can speak with you and your client anywhere in Australia.
Video Conferencing can be used by our lawyers to determine capacity
topdocs.com.au | 1300 659 242
Documents prepared by Topdocs Legal
Standard and Advanced Wills
- with or without Testamentary Trusts
Powers of Attorney for every state
Advanced Care Planning documentation
Buy Sell Agreements
- Including Insurance Trusts
Shareholder | Unitholder | Partnership Agreements
Trust and Company succession
topdocs.com.au | 1300 659 242
Topdocs Legal Testamentary Trusts
A range of Testamentary Trusts to suit your client requirements
Discretionary
Lineal Descendants
Capital Protected
Special Disability
topdocs.com.au | 1300 659 242
Topdocs Estate Planning Solution – Pricing
Package Prices apply for Wills and Powers of Attorney ordered together
For example, the package fee for a Standard Will and 2 Powers of Attorney is only $880 inc GST
You can find our package prices on our website
topdocs.com.au | 1300 659 242
Adviser Training
Free monthly technical webinars on different aspects of Estate Planning
http://www.topdocs.com.au/advice-and-training/webinars
topdocs.com.au | 1300 659 242
In Summary
We provide you with the tools, advice and documentation to provide a holistic Estate Planning service to your clients.
With all advice and documentation provided by Topdocs Legal, we shield you from the legal risk associated with the provision of Estate Planning services
topdocs.com.au | 1300 659 242
In Summary
Your key benefits:
You retain control of the process, minus the legal risk
Your client’s Will actually gets done, and at a cost effective price
Quick and Easy provision of client information
Access to quality documentation and advice, no matter where your office is
Package Pricing – you can make a $
topdocs.com.au | 1300 659 242
Questions?
Michael Spakman – Director, Topdocs
Phone: 1300 659 242