As a lawyer dealing with Estate Planning, your clients could be coming to you for will preparation and future financial or personal decision making arrangements.
They seek your services for peace of mind to formalise their wishes, however the processes involved can be intricate and time consuming. We're here to help you every step of the way!
By providing you with all the necessary resources, streamlining your paperwork and form completion, Smokeball allows you to spend less time on administrative processes and more time to better serve your clients.
They seek your services for peace of mind to formalise their wishes, however the processes involved can be intricate and time consuming. We're here to help you every step of the way!
By providing you with all the necessary resources, streamlining your paperwork and form completion, Smokeball allows you to spend less time on administrative processes and more time to better serve your clients.
Estate Planning Details Screen:
|
Smokeball keeps your clients’ details in one easy-to-manage and secure place, with all relevant documents, correspondence, and estate planning specific forms. You can enter specific particulars relating to the matter in one accessible screen. This will allow you to auto-populate client and matter details in all forms and precedents within seconds, saving you significant time and boosting productivity. |
Estate Planning Matter Types:
Smokeball provides you with the functionality to easily create the following separate or combined matters:
- Will
- General Power of Attorney
- Enduring Power of Attorney
- Enduring Guardianship (NSW only)
Automated Forms and Precedents:
All of our forms and precedents are integrated with Microsoft Word so that your Estate Planning documents can be created quickly. With all the automated forms and precedents you need saved as templates, your firm’s documents will become standardised so everyone produces consistent, quality work that reduces errors.
Matter information seamlessly and automatically merges with forms, precedents or correspondence saving you significant time by increasing productivity!
Matter information seamlessly and automatically merges with forms, precedents or correspondence saving you significant time by increasing productivity!
|
With Smokeball you will have access to the following forms and precedents: Precedents
Forms
At Smokeball we’re more than just conveyancing software! Along with Estate Planning we have also recently launched Leasing within Smokeball. |
(NSW sample document)
|
Estate Planning Training Video
|
We have produced this short educational training video to assist you in using this feature with absolute confidence and to its maximum potential. During this training video you will learn:
|
Dedicated Content Team:
All of this content has been created by estate specialists, who are continually working to provide you up-to-date and timely content all year-round. Meet our Content team.
Our automated Estate Planning forms and precedents help save you time and increase productivity.
Find out more by booking your Smokeball demo today!
Find out more by booking your Smokeball demo today!
If you are already a Smokeball user, feel free to speak to your friendly Client Relations Manager
if you would like to receive more details or book in Estate Planning training.
if you would like to receive more details or book in Estate Planning training.
