New version of Estate Planning for Life released

Estate Planning For Life

An efficient, easy-to-use, online system which enables advisers to take on a project management role and gain a holistic view of the client’s estate planning situation.


New feature – simplified ‘lite’ process

Option to conduct the full estate planning process with multiple reports or a ‘lite’ version for less complex clients with a new ‘lite’ report.

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Security Features

Private access

Email links expire after set time frame

Now advisers and advice business owners can run the MYP estate planning process for themselves with private user-only access.  Email links into the system have a limited lifespan – of your choosing.

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New Report Formats

New contemporary report formats bring a fresh look to the system outputs when you next review your client’s Information That Matters and Crisis Management Plans.

Book a webinar!

See how Estate Planning For Life supports client engagement, creates and accelerates interest in estate planning, creates recurring value and transforms advisers into family and business managers, making them invaluable.

Book a free personal webinar


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