Our Services

We customise it for you

Are you a Financial Adviser, Accountant, Lawyer or Mortgage Broker? Our eEstate planning platform can be tailored to your needs so you can seamlessly provide services to your clients.

Lawyer

Are you a lawyer or law firm looking to expand your services into Estate Planning? Our platform can help you add Estate Planning to your law firm portfolio.

Automated Process

Quick and easy online payments

Paperless generation

Improved client communications

Financial Planner

Add Estate Planning along with your Financial Planning service to achieve both financial goals and secure the dreams of your clients.

Enhanced client communication

Automated Process

Quick and Easy Payments

No prior estate planning knowledge required

Accountant

Don’t just secure your clients’ assets, make sure they are passed on to future generations according to their wishes.

Automated Process

Enhanced Client Communications

Quick and Easy Payments

No prior estate planning knowledge required

Mortgage Broker

Don’t just assist in securing funds for their investment or home purchases, make sure you help protect those by providing estate planning services using eEstate Planners.

Automated Process

Enhanced Client Communications

Quick and Easy payments

No prior estate planning knowledge required

Reach out to us today for a free demo

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