Are you interested in scaling-up your estate planning services without increasing costs or compromising on the quality of your service offering? PaxAnimi® is for you.
Completed online, PaxAnimi® delivers an effective, will and estate planning application and workflow tool. The willmaker’s documents are prepared immediately by the PaxAnimi® application once the willmaker has completed the online Screening Tool.
PaxAnimi® will systemise your processes so you can offer the highest standards of estate planning, whilst reducing the stresses of finding the right solution and supervising the process for each of your clients.
Signing up to PaxAnimi’s online estate planning service is free of charge
You determine the total cost to your client which includes your professional fee and the fee for each client that completes the process (a husband or wife or partners are charged only the one fee).
PaxAnimi’s online application and workflow tool produces comprehensive estate planning documents in minutes
Offer an effective estate planning service for which you can be paid a professional fee that you set
Speed up the delivery of your estate planning service using PaxAnimi’s powerful workflow tools
Enhance your revenues with a full-service estate planning application. Online.
Deliver full service estate planning at scale, without compromising on quality
You have the option to white label under your own business name
Remove the stresses of finding the right estate planning solution and supervising the process for each client
No subscription fees or upfront costs
Online access to all of your clients’ historic and current estate planning documents and decisions