| 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.
Ask.Will™
Introducing Ask.Will™
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.
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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. |
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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
Most Popular |
Flexible Payment Options |
Annual Subscription Discount |
EPAdvantage Members$0
Complimentary
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Ask.Will Licence Program$528 p.a
$44 per month for 12 months
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Ask.Will Licence Program$396 p.a
25% discount for upfront annual payment
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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 |
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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.
New to SUPERCentral?
02 8296 6266 info@supercentral.com.au
To access Ask.Will and the range of SUPERCentral services, we ask that you register for an account.
Once you’ve registered, we’ll email you a login and password.
From there, you can then login to select Ask.Will and register.
We’ll also give you a call to welcome you, and support you along your journey.
Already with SUPERCentral?
02 8296 6266 info@supercentral.com.au
Great news!
Registering for Ask.Will is easy.
Simply login to your SUPERCentral account.
We’re here to help, so if you have questions along the way, or need support, please get in touch.
The EPAdvantage ™ Program |
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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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