Topdocs partners with The Legal Hub and launches new estate planning platform


Michael Spakman

Leading legal document provider Topdocs has announced a new partnership with The Legal Hub as well as the release of their newly updated online estate planning platform, Topdocs Protect.

Through Topdocs Protect financial planners and accountants nationwide can 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 panel of lawyers.”

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

For more complex matters, the new partnership with The Legal Hub will provide advisers Australia wide with a cost effective and timely way to engage with a panel of law firms to have a full estate plan prepared for their clients.

Brant Dillon, director of The Legal Hub said of the new partnership: “We are pleased to partner with Topdocs to provide advisers with an easily adoptable estate planning solution for their clients which not only enables the adviser to generate a revenue stream, but most importantly, ensures their clients have proper estate plans in place”

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