Wednesday, January 15, 2020

View's Adviser Facilitated Estate Planning Platform 2020

View’s online estate planning platform is in a constant state of beta testing aimed at providing advisers (and their customers) the best possible solution. From 6 January 2020, View accredited advisers have three ways to lodge instructions:
  • via View’s webpage here; or
  • emailing a completed word based instruction form to solutions@viewlegal.com.au, or;
  • submitting a Free Review (yes, it is free) via View’s diagnostic tool here
Here are some of the links regular users have found most useful:
If you are unsure which estate planning package is right for your customer, we recommend you submit a Free Review.

To learn more about how the View Legal platform can help you to seamlessly deliver estate planning solutions for your customers, here is a 10 minute video.

Based on feedback from leading compliance specialists, any adviser wanting to utilise the View Legal Estate Planning platform must be accredited by View Legal as an Estate Planning Specialist Adviser.

There are three steps to achieving accreditation:
  1. Join the AdVIEWser community (in the ‘Friend’, ‘BFF’, or ‘Family’ categories) here, and;
  2. Complete the accreditation exam within 30 days of joining AdVIEWser, and;
  3. Complete at least five hours of self assessed continuing estate planning education with View Legal every 12 months (attending customer online meetings, View webinars and AdVIEWser Facebook lives all count towards the five hours).
Some FAQs are here.
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