Estate Planning (aka AFEP)

Troubleshooting Data Entry for AFEP

• Completing the Estate Planning interview using the Link Method
• Suggested form of customer asset data required for Estate Planning matters

Problem accessing your account or links

• Forgotten, or need to reset, your password, for View Legal company website
• The link you sent me does not work, what can I do to fix it?

General

• Estate Planning updates and variations – frequently asked questions
• Why does View only permit a maximum of a few days between instructions and issuing signing versions of estate planning documents?

Accreditation (Estate Planning)

• How do I get accredited with View Legal as an estate planning specialist facilitator?

Estate Planning Toolkit

• Ethical Wills
• How to use a memo of directions for personal items
• Single versus multiple testamentary trust strategy
• Testamentary trusts overview

Problems with making a Payment or Checking Out

• How can I make payment for an Estate Planning solution that I ordered?

Secure Storage

• Can I request complete scanned copies of my customers signed estate planning documents?
• What is View’s secure storage process?
• How do I access documents for my customer when they have lost capacity?
• Why would I store documents with View legal when there is a fee to access them?
• Why is there a fee to release my customer’s documents from secure storage?
• I am the adviser and I lodged the document – I should be able to request the release of it without all this drama

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