SAPEPAA Toolkit
Grant's Email Copy all done for you
- Client Discretionary Trust Upgrade - Email Swipe
- Pre-Payment of Contributions Strategy - Client Email Swipe
- Successor Director Sales Email for Clients
- Email Copy: Investment Strategy Email for all SMSF Trustees
- EMAIL Copy: Wills and Enduring Powers of Attorney with Data Capture
- EMAIL copy for SMSF Clients – Deed and company trustee upgrade plus bloodline/lineage SMSF option
Real Estate and Lending Letters and Data Capture
The Protector Toolkit
Estate Planning Toolkit
- Is using LightYear Docs giving legal advice? Abbott & Mourly Lawyers Answer
- Working with Abbott & Mourly on a Fee Split for a client Comprehensive Estate Plan
- Client Data Capture for Enduring Power of Attorney, Will and SMSF Will
- The Guide to Succession, Asset Protection and Estate Planning
- EPOA only Data Capture and Letter
- Abbott & Mourly Pricing List and suggested strategy and document pricing list for Advisers