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).
Offer an effective estate planning service for which you can be paid an administration fee that you set
Offer a value-added service without increasing overhead
Add a new revenue stream for an estate planning service supported by lawyers
Speed up the completion and delivery of your clients’ estate planning documents
You have the option to white label under your own business name
Have access to PaxAnimi®’s specialist estate planning lawyers
Online access to all your clients’ historic and current estate planning decisions and documents
No subscription fees or upfront costs
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