LSJ - April 2017

CLIENTS RECEIVE VIDEO EMAILS FROM YOU CARRYING YOUR LOGO

CLIENTS WATCH A SHORT VIDEO EXPLAINING KEY ESTATE PLANNING TERMS

CLIENTS COMPLETE AN ONLINE QUESTIONNAIRE AT A SECURE SITE

CLIENTS’ PREPARATION

STEP 1

CLIENTS SPEND 30-45 MINUTES AT HOME

ASTUTE INFORMATION GATHERING

ALL INFORMATION IS THERE, READY AT THE CLIENT MEETING

ASTUTE SOFTWARE DELIVERS AN ENGAGING PRESENTATION

VISUALS HELP EXPLAIN COMPLEX ISSUES AND STRUCTURES

YOUR FACILITATION

STEP 2

Family Tree

Entities & Assets

Structure & Beneficiaries

* FACILITATOR AND CLIENTS MEET FOR APX 60 MIN

ASTUTE MEETING TOOLS

PARALEGAL’S DRAFTING

BRIEFING DOCUMENT IS AUTO-GENERATED

CLIENTS CONFIRM THEIR WISHES

WILLS AND ESTATE DOCUMENTS DRAFTED

STEP 3

ASTUTE BRIEFING DOCUMENT

DOCUMENT GENERATED WITH ONE CLICK

ISSUE 31 I MARCH 2017 I LSJ 73

Made with