When booking a meeting for your estate planning matter:
1. Check your purchase invoice to determine which service level you have purchased
2. Go to https://viewlegal.com.au/solve-book-a-meeting/
3. Select the appropriate service level (Compliance, Comprehensive or Concierge) based on your purchase invoice.
4. Choose the date and time, allowing at least 3 business days from provision of full and complete instructions (based on service level chosen).
Not sure how much information is to be completed based on the service level chosen?
Please refer to the following FAQ or the Adviser Facilitated Estate Planning Solutions pricing flyer for more information.
https://viewlegal.zendesk.com/hc/en-au/articles/900000641923