An Australian first in estate planning for Coulter Roache and Settify

News 21 September 2018

The Wills, Estates & Succession Planning team at Coulter Roache is proud to partner with two-time Legal Innovation Award winners, Settify, to make available an easy to use online tool which allows people to provide instructions for their estate planning.

By providing access through Settify to a platform which facilitates efficient and self-driven estate planning, Coulter Roache has enhanced the opportunity for our community to engage with our team to get their Wills and Powers of Attorney in place to preserve their legacy.

45% of Australians do not have a Will, which leaves loved ones vulnerable to lengthy delays or unexpected outcomes at what is already an emotional and stressful time.

Using Settify, our clients will be able to keep us informed about their family structure and any associated risks or wishes, their assets and liabilities, and importantly their wishes for the distribution of their estate.

Armed with the information provided to us through Settify, our expert team of lawyers can review our client’s circumstances and easily and efficiently draft their Will and, where required, any Powers of Attorney.  This innovation means that our client’s time with their lawyer will be more efficient detailing only the important issues in their estate planning and making the most of the expertise we provide.

Ready to take the next step?

Get started now with our no obligation secure online Wills and Powers of Attorney preparation tool.

Get started now or call us on 03 5273 5273

Liability Limited by a scheme approved under Professional Standards Legislation