Virtual Services | Estate Planning Portal Demonstration

CPD Points: 1.00
Knowledge Areas: Estate Planning

What is this webinar about?

Centrepoint Alliance advisers now have access to a comprehensive Estate Planning solution provided by our preferred supplier Topdocs. In this webinar, the team from Topdocs and Topdocs Legal will show you how you can easily add or expand Estate Planning as a service offering into your practice without assuming any of the risk associated with the preparation of the legal documentation and advice.

Key topics discussed will include:
• Access to their free marketing collateral that assist you to engage with your clients
• A demonstration of their online Estate Planning fact find that enables you to easily submit client information
• The engagement process, including their obligation free, fixed price quotes for all Estate Planning matters
• Your ability to access personal meetings with Topdocs Legal lawyers in person, via skype or via teleconference and
• An overview of their extensive training resources, including their one day intensive Estate Planning course

In addition, the process of ordering legal documents through the online portal, and access to the CPD accredited training webinars will also be explored.

Register now, and see how you can incorporate Estate Planning into your practice!

*please not all webinars are in Australian Eastern Standard Time

  • 2:30 pm - 3:30 pm
    1.00 CPD Point