Completed online, PaxAnimi® allows you to offer a comprehensive and cost-effective estate planning service. PaxAnimi® will boost your bottom line and remove the need for your client to engage a lawyer.
PaxAnimi’s Estate Planning Service provides:
Completed online, PaxAnimi® allows you to offer a comprehensive and cost-effective estate planning service. PaxAnimi® will boost your bottom line and remove the need for your client to engage a lawyer.
PaxAnimi’s Estate Planning Service provides:
You or your client access PaxAnimi’s Screening Tool 24 x 7, where in the user’s own time they will be guided through the step-by-step, easy-to-use full advisory service.
If your client fits the profile in the Screening Tool (and most people do), they will receive their personalised estate planning documents and report, online.
You determine your administration fee and you pay for each client who completes the process (a husband and wife or partners are charged only the one fee).
You determine the total cost to your client which includes your administration fee and the fee for each client that completes the process (a husband or wife or partners are charged only the one fee).
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