Document drafting
Wills, LPAs, Trusts and Letters of Wishes, drafted by an experienced team and professionally formatted.
Services / Full-service drafting
You take the instructions. We do the rest.
Meet the client, work out what the family needs, then hand the case over. We draft everything, deal with the queries, chase the signatures and see it through to completion — as you, under your name.
48hr
drafting turnaround
100%
white label — your brand throughout
0
cases you have to commit up front
01 / What we handle
Everything after the instruction form.
Client communication
Queries answered, signatures chased, amendments made. Your client is dealt with professionally, under your brand.
Delivery & completion
Documents printed, bound and posted. OPG submissions handled. Everything tracked through to a closed case.
02 / How it runs
Four steps, and only the first one is yours.
01
You take instructions
Meet the client, gather requirements, build the relationship. Your expertise and local presence is what they are paying for.
02
You pass the case over
Send the instruction form. From that point drafting, queries and amendments are ours.
03
We draft and communicate
Documents drafted within 48 hours. We contact your client as you, arrange signing and answer what comes up.
04
Case closed, you invoice
Signed, submitted where applicable, delivered. You invoice your client and keep the margin.
03 / Who it suits
Made for the practices that are full, not the ones that are quiet.
If you are short of clients, drafting is not your bottleneck — marketing support is the better conversation. This is for the ones already at capacity.
Sales-focused planners
You win the work easily and the paperwork bogs you down. Do more consultations instead.
Growing practices
At capacity, not ready to hire. Take more clients without carrying a salary.
Part-time planners
Estate planning alongside another job. We take the time-consuming half so your hours go to clients.
Want to serve more clients without more hours?
Tell us your current volume and we will tell you what full-service drafting would cost and save you.