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Estate Planning

New tool simplifies estate planning

SuperCentral has announced a first-to-market estate planning tool, Ask.Will, aimed at helping advisers initiate estate planning discussions with clients through a simplified process.

The new client support service, now available on the SuperCentral website, comprises an online process of 10 key questions about a client’s situation and takes less than five minutes to complete.

Ask.Will then takes into consideration the family structure and relationships, assets, commercial structures and superannuation, and provides an estate planning summary document with clear, tailored directions on the areas clients need to consider in the development of an effective estate plan.

“Our experience has shown that some aspects of estate planning can often seem complex,” SuperCentral managing director Peter Townsend said today.

“Ask.Will helps advisers to open this important discussion with their clients and to significantly simplify the estate planning process.

“We are delighted to introduce Ask.Will and to deliver a truly customer-first solution for accountants, advisers and their clients.

“We are living through a tectonic shift in the dynamics of holistic financial advice, which is giving advisers and accountants a strong opportunity to build even deeper client relationships and to deliver thoughtful and considered ‘whole-of-wealth’ value to their clients.

“And despite historic perceptions that estate plans are the domain of high net worth clients, advisers are increasingly realising that estate planning is important for their whole client base.”

Townsend added the service is a technology-based complement to the array of tools an adviser has access to today, particularly within a client best interest frame of reference.

“We understand the need to overcome the consumer’s perception of complexity and the challenges that advisers sometimes meet in estate planning conversations, and the need to help clients to easily access estate planning advice,” he noted.

“Our significant investment in establishing Ask.Will enables estate planning to become more mainstream.

“We are really pleased with the positive feedback of key clients that we shared the prototype with.”

He highlighted Ask.Will is the natural first step in practice efficiency, providing advisers and licensees the opportunity for scale, the ability to be more responsive and the capacity to have more personalised estate planning discussions with clients.

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