Estate and care  planning for IFAs 

NextAct is the all-in-one tool for Financial Advisors to deliver estate and senior care plans for their clients.​

We deliver best in class Wills, Trust and Powers of attorney, so your clients are protected should the worst happen

Elderly woman in a gray coat and red beret smiling at a younger woman in a yellow coat and scarf, walking together outdoors.

  • “Getting clients to put Wills and LPAs in place was a major pain point for me. With NextAct I no longer have to worry”

    Arthur Finch - One Financial advisors

  • “Chasing clients to put Estate docs in place once a year used up valuable annual review time. NextAct walks them through the process at a time convenient to them”

    Genevieve Raine - Portishead WM

  • “NextAct allowed me to help my father arrange his affairs in line with his wishes and tax efficiently collaboratively with our Advisor"

    Lindsey Beumer

  • “NextAct allowed me to refer my clients to our partner law firm without them feeling pressured”

    Beatrice Sterling - M&R wealth management

Our Services

Mapping client estate + care plans

Two people working at a desk with laptops and paper documents

Clearly visualize beneficiaries, trusts and decision making responsibilities across scenarios

LPAs and Living wills

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Ensure clients wishes are able to be carried out if they lose their independence

Wills + estate documents

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Secure your clients finances through end-of-life

About our company

NextAct exists to help IFAs deliver personalised service, at scale. Using AI-driven proprietary software NextAct takes the pain out of client Estate planning. This protects intergenerational transfers for clients, and allows Advisors to connect with the next generation.

Get started today

Get started

Interested in finding out more? Book a consultation now!