The founders of financial planning software platform, AstuteWheel, have added an estate planning component to their software suite.
The tools have been designed to reduce the time planners, clients and solicitors spend going over the details of estate planning wishes, according to co-creator Hans Eggar.
“In the past, the process of preparing estate plans has not been efficient and some planners have either outsourced the task to their referral partners or put it in the too-hard basket,” he said.
“The AstuteWheel Estate Planning tools will take the estate planning discussion to the next level, ensuring that the client is best looked after within the planner’s practice – a trusted environment.”
The estate planning component will be available to planners who purchase the whole AstuteWheel package.
