estate_plan.png
 

Bringing you a holistic estate planning solution for your clients

 
NI_VL.png
placeholder banner.jpg

Estate Planning

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.

Key Benefits

estate_1.png

Shift the legal risk

All Estate Planning documents are signed-off with specialist legal advice delivered by View Legal.

estate_2.png

Create legal documents with ease

Produce wills (with or without testamentary trusts) and power of attorney documents (state-based).

estate_4.png

Expand your offering

Introduce or expand estate planning services to your business in a “risk free” way.

estate_3.png

Automation

Benefit from the automation and collaboration capabilities of the NowInfinity platform.

estate_5.png

Continuity of management

Manage your client affairs from the establishment of entities right through to the succession planning of those entities.

estate_6.png

Consolidate your technology

All on the one cloud based platform. NowInfinity allows you to undertake more services, more efficiently.

grey banner.jpg
grey banner.jpg

How does your firm measure up?

Get a personalised demo of the NowInfinity platform and find out what you’re missing.

placeholder banner.jpg