Client initial consultation with a later life planning expert to understand current arrangements and potential gaps. NextAct expert recommends for Estate plan, based on analysis of wishes and existing documents

NextAct provides solicitor connection (embedding Advisor preferred partners) to author documents and trusts. Clients can be as hands-on or hands-off as they wish.

Completed plans are able to be shared between family members and advisors, avoiding intergenerational conflicts and allowing the Advisor to meet the next generation