General
- Customer has issues with their legal identification documents (i.e. incorrect last name, date of birth). Can a Will be prepared?
- Do I need to provide my customer with the View Legal costs agreement and disclose fees?
- My customers are overseas – can View post the documents internationally?
- Can View assist where a customer does not speak English?
- Why am I not receiving emails from View Legal in my inbox?
- How do I send a customer referral to View Legal?
- Estate Planning updates and variations – frequently asked questions
- Should a power of attorney be registered with the Titles Office and what is the cost?
- Is an accountant facilitating an estate plan via View providing legal or financial advice?
- Hardwiring restrictions on capital distributions from a testamentary trust
- Why are testamentary trusts often seen as strategy lead insurance positioning?
- Can I sign with my maiden name, nickname or other name?
- Do estate planning documents need to be certified when someone is still alive?
- Why does View recommend a couple to have the same backup financial attorneys (and same backup executors)?
- How can I have multiple email addresses receive information about our bookings and orders?
- How can I purchase postage options, View books and events?
- How can I register to the View Legal website?
- Why we recommend a testamentary trust package for customers
- Why can I not speak with someone when I call?
- Why do my email requests for guidance not get answered as quickly as I would prefer?
- Why does View only permit a maximum of a few days between instructions and issuing signing versions of estate planning documents?
- What does AFEP mean?
- Adviser Facilitated Estate Planning (AFEP) is a ‘wholesale’ offering. What does this mean?
- What is the View Legal Adviser Facilitated Estate Planning Platform (AFEP) value proposition?
- What if there are changes required to draft estate planning documents identified before the online meeting?
- Will View take the lead role in an estate plan where a copy of the adviser facilitated pricing has been disclosed to the customer?
- Does View Legal provide a professional executor or trustee service?
- Should I use the template power of attorney document to produce my enduring power of attorney or attorney documents for my children?
- What is a Bank Pack and why are they valuable?
- Do directors and senior lawyers of View have day to day involvement in View’s adviser facilitated platform?