Topdocs launches new estate planning platform
Legal document provider Topdocs has announced a partnership with the The Legal Hub as well as releasing their newly updated online estate planning platform, Topdocs Protect.
Topdocs Protect allowed financial planners and accountants to request online and full-service estate planning documentation and services including wills and enduring powers of attorney.
Michael Spakman, Topdocs director, said this provided financial planners and accountants the ability to facilitate estate planning services for clients without the risk associated with the provision of the legal documentation and advice.
“Topdocs Protect provides upfront and ongoing training for advisers to enable them to facilitate the provision of estate planning services,” Spakman said.
“Whilst also providing a central online platform where advisers can submit client information to have wills, enduring powers of attorney and other succession documentation created online, or full service by a panel of lawyers.”
The partnership with The Legal Hub would provide advisers in Australia with cost-effective and timely way to engage with a panel of law firms to have full estate plan prepared for their clients.
AUTHOR
Chris Dastoor
Recommended for you
Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers.
Allianz Retire+ has announced major leadership changes with the appointment of a new CEO and distribution heads to help expand its presence across the wealth channel.
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
