Topdocs launches new estate planning platform


Michael Spakman

Leading legal document provider Topdocs has announced the release of Topdocs Protect, a new online platform that enables financial planners and accountants nationwide to request online and full service estate planning documentation and services including Wills and Enduring Powers of Attorney.

Topdocs director Michael Spakman says Topdocs Protect provides financial planners and accountants with the opportunity to facilitate estate planning services for their clients, without assuming the risk associated with the provision of the legal documentation and advice.

“Topdocs Protect provides upfront and ongoing training for advisers to enable them to facilitate the provision of estate planning services, whilst also providing a central online platform where advisers can submit client information to have Wills, Enduring Powers of Attorney and other succession documentation created online, or full service by a solicitor.”

A key element of the Topdocs Protect platform is Topdocs’ new online Will, which according to Spakman, “will enable advisors to provide clients with more basic needs with access to a comprehensively provisioned Will at a cost effective price, therefore encouraging more clients to get their estate planning in order.”

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