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THE ESTATE PLANNING TOOLS YOU'VE BEEN WAITING FOR

Make Estate Planning a Key Part of your financial planning, accounting or legal service

More than just software, Astute Estate Planner is an easy-to-use system that helps professionals provide estate planning advice to their clients.

Estate planning software for professional advisers that efficiently enables them (in less than an hour) to work through a comprehensive engagement process asking all the right questions to ensure that the client’s wishes are captured in an estate planning briefing document for the solicitor, and provide clients with education and guidance about wills, enduring power of attorney, power of guardianship and testamentary trusts.

Estate Planning
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Go deeper. See more on How it works

Watch a detailed software tour
Gain a better understanding of how the software works and how to use it in your business
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$165 per month

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Fast high quality estate planning to more clients.

provide value and get paid
Caters for complex blended families with interactive family tree mapping.
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Easy to Learn.
Easy to Use.
Fully Supported.

Powerful data collection and reporting
Generates a Briefing Document that becomes the basis of the discussion for the lawyer and client.
  • “ Estate planning is going so well. It is all done online-electronically and clients LOVE it. Astute Estate Planner is amazing! Worth the wait. Well done!”
      (Janean Hicks - Director MVP Wealth)
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  • “ What I like most is that it is a simple tool to use to facilitate the estate planning process and easy for a client to understand. By them answering the right questions, and by mapping it out, it allows them to see the bigger picture and how everything can be put in place from an estate planning point of view. And how they want their assets to be distributed. We just find the process really easy. And the tool is fantastic and a great way to engage with our clients.”
      (Matthew Bazzica, Zobel Wealth Management)
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  • “ This tool allows financial planners to add real value for their clients, by giving them the opportunity to plan the preservation of their estate in a clear, illustrative process.”
      (Emma Linton Doig, Fortress Financial Solutions)
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  • “ Now it has become a really light-hearted process and the thing that I hear back from my clients afterwards is that it was such a daunting process before. There is a whole lot of relief and the family tree building process is where a lot of that comes to life. I can have the conversation with the client and provide the report to the solicitor so he can take the clients through the documents. And it’s done!”
      (Emma Cunningham, Aventree)
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  • “ What I like most is that it is a simple tool to use to facilitate the estate planning process and easy for a client to understand. By them answering the right questions, and by mapping it out, it allows them to see the bigger picture and how everything can be put in place from an estate planning point of view. And how they want their assets to be distributed. We just find the process really easy. And the tool is fantastic and a great way to engage with our clients.”
      (Matthew Bazzica, Zobel Wealth Management)
      Read more