Announcing Estplan Wordfusion, a superior document assembly system that will take the effort out of developing an Estate Strategy.

Designed to increase your efficiency and enable you to focus on the client, this software is set to revolutionise the way you develop Estate Strategies. It helps streamline the estate planning implementation process in your practice and reduce the administrative burden on you and your staff.

Developed by estate planning experts and delivered by Zumesoft (link to Zumesoft website), this software enables you to automate the estate strategy document, collaborate with legal experts and distribute documents over the internet.

Estplan Wordfusion allows you to focus on the client. Typically 80% of a document is standard; automating document assembly enables you to reduce the time you spend on the document which you can then utilise to offer a differentiated service that exceeds your clients expectation.

Additionally, Estplan will assist you by providing training and support to ensure that you successfully implement and deliver a superior estate planning service.

The Process:

How It Works:

Ensuring successful collaborative workflow document assembly and sharing.

Contact our team for more information on 1300 ESTPLAN or request an Estplan Wordfusion brochure and demo This e-mail address is being protected from spambots. You need JavaScript enabled to view it