Use highly efficient tools to provide succession planning documents in relation to estates and entities.
We have provided you with the tools and efficiency in setting up and managing entities, now you will have the tools in providing the succession planning documents in relation to these entities.
Shift the legal risk
All Estate Planning documents are signed-off with specialist legal advice delivered by View Legal.
Create legal documents with ease
Produce wills (with or without testamentary trusts) and power of attorney documents (state-based).
Expand your offering
Introduce or expand estate planning services to your business in a “risk free” way.
Benefit from the automation and collaboration capabilities of the NowInfinity platform.
Continuity of management
Manage your client affairs from the establishment of entities right through to the succession planning of those entities.
Consolidate your technology
All on the one cloud based platform. NowInfinity allows you to undertake more services, more efficiently.
How does your firm measure up?
Get a personalised demo of the NowInfinity platform and find out what you’re missing.