EPAdvantage™

EPAdvantage™ is our estate planning partner program, available to Advisers using our Testamentary Manual system. A complimentary, value-added program, that provides registered using members with professional support, PD training and the resources needed in growing a successful estate planning practice. 


EPAdvantage™ is our estate planning partner program for advisers using our Testamentary Manual system. It is a complimentary, value-added program, that provides registered using members with professional and legal support support, estate planning training and the resources needed in growing a successful estate planning practice. 

More Details

Ask.Will™

 

Introducing Ask.Will™

An estate plan helps protect what matters most to your clients. Ask.Will™ is an online service for SUPERCentral advisers. Ask.Will helps you to go beyond small talk when it comes to estate planning, and provides you with the answers to drive conversations with your clients that nudge them into taking action, providing them with the confidence of knowing that the right plans are in place for the future. 
Ask.Will takes brief snapshot your client’s personal information and uses the latest legislation and tax laws to provide you with an easy to understand overview of their current situation and things they need to consider for the future, when it comes to their will, and estate planning needs.

An estate plan helps protect what matters most to your clients and considers the tax effective transfer of wealth to those they love.

Ask.Will™ is an online service that helps Advisors to open this important conversation with their clients, to gently nudge them into taking action and ensure that  they have the right plans in place for the future. 

Ask.Will takes a brief snapshot of your client’s personal information and uses the latest legislation and tax laws to provide you with an easy to understand summary of their current situation and the key areas they need to consider for the future, when it comes to their Will, and estate planning needs.

How does it work?

Once you’ve logged in, you’ll be asked 10 simple questions about your client’s family, assets, superannuation, insurances, lifestyle, and goals. Simply answer the questions from each category and complete the relevant details. It is quick and simple, taking only around 3 minutes to complete.   You can change the information when and as you need and you can also finalise the summary report with a personal message and your contact and firm details.

 

What next?

An Ask.Will estate planning summary from Townsends Lawyers is then immediately available for you to use to open this important discussion with your client when they do not currently an estate plan in place, or to determine if their existing Will still reflects their current lifestage situation.

Share it with your client, and use it as a guide to review their estate planning needs – from a will review and/or update, to a simple will or a comprehensive estate plan.

We’re also here to help every step of the way – simply give us a call on 02 8296 6266.

Ask.Will can help grow your estate planning business

There’s so much potential for business growth with estate planning. Ask.Will is designed to bring estate planning into the advice mainstream and can help you:

Expand your estate planning services quickly and easily

Initiate an estate planning conversation with your clients

Broaden personalised estate planning services to encompass your full client base

Simplify and guide your clients expertly through the planning process

Provide a professional estate planning summary as a valuable value added client resource

Navigate the complexities of estate planning for your clients 

Show your clients the very real benefits of holistic estate planning

Provide clear and actionable next step recommendations

Increase your firm's professional profile


Choose your plan

Ask.Will is available to advisers and accountants on a licence subscription.  The subscription is on an annual licence that gives you unlimited access and use of Ask.Will 

02 8296 6266     info@supercentral.com.au

 


Most
Popular


Flexible Payment
Options

Annual Subscription
Discount


EPAdvantage Members



$0 
Complimentary


Ask.Will Licence Program



$528 p.a
$44 per month for 12 months


Ask.Will Licence Program



$396 p.a
25% discount for upfront annual payment

Unlimited access to Ask.Will™


Unlimited access to Ask.Will™


Unlimited access to Ask.Will™


Complimentary for EPAdvantage
program members using Townsends
Lawyers for Estate Planning services,
including the testamentary manual system;






Subscription can be paid in one annual fee
or as a monthly fee on a minimum 12
month contract and fees include GST
Ready to Ask.Will?

Accessing Ask.Will is simple. If you’re registered with SUPERCentral, login here. If you are new to Supercentral you’ll need to register in just a few easy steps.



The EPAdvantage ™ Program



The EPAdvantage program is exclusive to SUPERCentral members and

provides you with valuable Estate Planning services and tools, to support

your estate planning practise, as well as discounts on professional

development accreditation programs.


 

SUPERCentral offers a offers a range of estate planning solutions, including the EPAdvantage™ program

 

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