Virtual Services | Estate Planning Solution

CPD Points: 1.00
Knowledge Areas: Estate Planning

What is this webinar about?

Please join us as we provide an update on the Virtual Services offering including the launch of our new Estate Planning Solution, built in partnership with TopDocs.

Topdocs is one of Australia’s leading providers of legal documentation and advice and a new preferred partner of Centrepoint Alliance.

Discover how Topdocs and Topdocs Legal can enable you to better service your clients through their comprehensive range of documentation and services, which include:

• An adviser centric Estate Planning Solution, easily incorporated into your firm to add extra revenue;
• A comprehensive range of SMSF, Company and Trust documentation;
• Free legal and technical advice;
• Accredited CPD training and courses (including free technical webinars);
• Industry leading integrations that streamline the document ordering process;

*please not all webinars are in Australian Eastern Standard Time

  • 10:00 am - 11:00 am
    1.00 CPD Point