Knowing what we know about the importance of Estate Planning for every step-in life, we partner with Yodal to facilitate
a simple process for ensuring your wishes for the future are honoured.
A once long and complex process is now timely,
simple and streamlined.
The entire Estate Planning process is pulled together into the Yodal platform – from the initial client needs assessment
and document recommendations, to the client questionnaire capturing your wishes, right through to the provision of template documents delivered directly to your own lawyer for review and finalisation
Acro Wealth Management
engages with you to
better understand your
circumstances, needs
and wishes.
Based on your
requirements, Acro
Wealth Management
provides you with a list of
recommendations and a
quote.
The quote is a fixed, flat
fee (inclusive of the
lawyer cost) to have
your entire Estate Plan
completed.
If you wish to proceed,
your intent is confirmed
through Acro Wealth
Management.
Payment of the fixed
fee is remitted.
Acro Wealth Management
coordinates any
additional information or
specific requests in Yodal,
to ensure your wishes are
accurately represented
and honoured.
The matter is forwarded
to our trusted legal
partners to be reviewed.
Your final Estate
Planning documents
are completed.
Acro Wealth
Management engages
with you to facilitate
the final execution of
your Estate Planning
documents.
You give us permission to email you about our services.
© 2020 Acro Wealth Management