topdocs’ estate planning · 2016-03-22 · topdocs.com.au | 1300 659 242 topdocs’ estate...

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


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


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


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


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)


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’ 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


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’ 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 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 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

http://www.topdocs.com.au/


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 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


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 Legal Testamentary Trusts

A range of Testamentary Trusts to suit your client requirements

Discretionary

Lineal Descendants

Capital Protected

Special Disability


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

http://www.topdocs.com.au/estate-planning/wills/ordering-wills-packages


Adviser Training

Free monthly technical webinars on different aspects of Estate Planning

http://www.topdocs.com.au/advice-and-training/webinars







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


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 $


Questions?

Michael Spakman – Director, Topdocs

[email protected]

Phone: 1300 659 242

mailto:[email protected]