For advisers that use Astute Wheel, the steps to submit an Estate Planning matter to View Legal are as follows:
1. From the relevant client workspace within the Astute Wheel application, select ‘Send to View Legal’ and complete the additional questions. This will automatically provide View with the relevant client files.
2. View Legal will review the material submitted and send a recommendation email to you. If View has asked additional questions in that email, please respond by return email with your answers.
3. Once you have received our recommendation email, proceed to purchase the Estate Planning product as follows:
a. Login here: https://viewlegal.com.au/my-account/
b. Please go to https://viewlegal.com.au/product/online-solutions/ to arrange authorisation for future payment of the estate planning solution.
c. Select your preferred solution and click ‘Add To Cart’;
d. After you have clicked ‘Add To Cart’, you can check out and pay for your solution, or alternatively, add additional orders to your shopping cart by navigating back to the ‘Solve’ tab and selecting ‘Online Solutions’
4. If you have selected the Compliance Service Level, View will review information provided to ensure documents can be prepared and will advise next step within 3 business days.
5. If you have selected the Concierge or Comprehensive Service Level, please proceed to book a meeting here: https://viewlegal.com.au/solve-book-a-meeting/