Holistic Estate Planning Monthly Membership

Part of the View Community

Monthly access to holistic estate planning solutions and education for trusted advisers

Access to legal documents and strategies for integration into workflow while growing your business


Integrating holistic estate planning solutions into your business made simple with these steps:

STEP 1: Choose you membership

Get unlimited ongoing access to curated resources to support your learning and education as well as a closed online community

STEP 2: Choose your access

Advisers have the ability to access specialist holistic estate planning documentation without compromise. Not sure how much access you need? Start a trial to work out how this can work for you and your firm.

STEP 3: Grow your business

Shift the risk of inadvertently providing legal advice by accessing this document production ecosystem.

With less stress about completing the right document for the circumstances of your customers you and your team will have more time to speak with your customers, build stronger relationships and be confident that you have created the best solution for your customer.

Critically, not only are the templates themselves signed off by View Legal, every single solution is reviewed by a qualified lawyer, to ensure that the legal documentation produced is accurate based on what we have been specifically told. You also have the option to meet with specialist lawyers as par of your membership – noting that for personal estate planning solutions (eg wills and attorney documents) meetings are compulsory to comply with legal requirements.

This platform allows you to avoid all of the problems created by virtually every estate planning documentation provider that leaves you with an uninsurable risk of providing legal advice as an unqualified lawyer every time you help a customer review estate planning needs.


Ready to find out how this can work for your business? Book in a discovery call by pressing the button below.

STEP 1 – Choose your membership and get accredited

Get ongoing access to curated resources and complete your accreditation.

STEP 2 – Choose your access level

There are four access levels, namely:


10 products per month


25 products per month


45 products per month


This solution is crafted collaboratively with your firm and can include both unlimited access to products as well as a product range greater than the solutions outlined below.

The pricing for each of the access levels is also tailored to your firm.

All pricing is by way of a monthly membership.

The products currently available are across holistic estate plannning areas including wills and attorney documents, estate administration (including probate), binding death benefit arrangements and entity establishment, namely trusts, companies and SMSFs.

The product range is regularly reviewed and iterated based on member feedback, legislative change and court decisions.

STEP 3 – Grow your business

Shift the risk of inadvertently providing legal advise by accessing this document production ecosystem.

With less stress about completing the right document for the circumstances of your customers you and your team will have more time to speak with your customers, build stronger relationships and be confident that you have created the best solution for your customer.

Want to get an idea on how this works for your business? Book in a call by pressing the button below.

Why View's adviser facilitated holistic estate planning via monthly membership is for you

Not for youCould be for you
You want access to document providers, that are not a legal firm, as they are cheaper and faster because you know everything that needs to be considered in your customer’s circumstances.You understand that you need support to ensure that your customers get the documents that they actually need for their circumstances and to ensure that the documents comply with current laws. This means that documents are not instantaneously produced, which counterintuitively is a good thing.
You want to carry the risk of providing legal advice as you are sure that the documents are correct, in accordance with the law and your customer’s circumstances and don’t need additional support to be told otherwise.You know the documents that are needed however you understand the limitations of your professional insurance and know that legal sign off from a law firm is needed to shift the risk away from your business and protect you and your customers.
You know enough about the law and the legal requirements of the relevant customer’s circumstances, so any support a law firm would offer is a waste of money.You have seen the amount of change that happens in the law and know that you cannot keep up to date with current legislation and case law. You know that you need legal support to ensure that you can keep you and your customers off risk .
You want to decide which documents you need and how they are produced without feedback and hope that the current laws are covered in the template documents you have purchased from an online template provider.You understand the types of documents needed however you need to know that the documents have been drafted in accordance with current laws and will work for your customer as intended and are signed off everytime; not just one sign off on the underlying template.
You don’t see the value that you are providing facilitating the service for the customer and don’t charge anything for these services.You understand, that while you are unable to charge for the legal work completed, you can charge for the value that you add in assisting your customers in their arrangements, and that entity establishment documents are one part of a larger puzzle where you can add significant value – and charge accordingly.
You have insurance protection to provide legal documents and templates, even though you are not a lawyer.You are concerned that essentially all legal template providers conveniently ignore the fact that you are carrying an uninsurable risk and potentially breaching professional standards by using their platforms to create legal documents.
You believe all legal documents are essentially the same and feel nothing can really go wrong no matter how poorly the underlying documents may be crafted.You want to access the highest quality legal documentation for your customers crafted by highly specialised lawyers who sign off on each and every use of the documents by your firm.
You want to pay for each product on a case-by-case basis.You know monthly membership arrangements align everyone’s interests and do not penalise you for regularly accessing and utilising the platform.
Committing to a minimum 12 month subscription, with the ecosystem designed to make switching costs significant and with unilateral price increases imposed (often at least a 100% increase), makes sense to you.A monthly membership cancellable at any time, with no hidden switching costs is the more appropriate approach for your business.
You believe ‘legally backed’ providers are offering a solution that will stop you from getting sued.You have read the fine print and know that ‘legally backed’ essentially is designed to protect the template provider – and shift all risk to you and your firm.
In other words, real friends don’t let friends perform unlicensed and uninsured legal work.
Complying with current laws should only be done where it is convenient. As one example therefore, you allow your customers to digitally sign all legal documents.You may dislike it, but you understand that the law is very clear on many requirements for the establishment of even the simplest entity. As one simple example, digital signatures are rarely able to be used in entity establishments if you are wanting the entity to be legally valid. You want your provider to know and understand the law and help you and your customers comply with it.
You are relaxed that when it becomes ‘all about the tech’, the legal niceties often become someone else’s problem.You are concerned that while tech should always be an enabler, it should not be used to enable the prospect of class actions against your firm due to underlying errors in the templates caused by deficient technology builds. You want to know that this risk is shifted to View Legal.
You do not want to use View for all of your holistic estate planning solutions.All good – there is a complete dedication to your ongoing and absolute discretion to deliver solutions in the way that best serves your business.
All you care about is the price point.While the pricing must be fair, you are also interested to ensure you get value, quality, service and shifting of legal risk to the legal provider; not you and your firm.
You want a provider that offers, as one example ‘’50% off for the first 12 months if you sign up today’’.You prefer providers that offer no discounts – knowing that the discounts actually penalise the existing members.

Comparison of Legal Document Providers

ApproachWho is at risk if something goes wrong?
Non-legal firm providing documents not drafted by a lawyerUser (i.e. customer), no accountant involved
Non-legal firm providing documents drafted by a non-specialist lawyerUser (i.e. accountant, financial planner, professional adviser) providing legal docs
Non-legal firm providing documents drafted by a specialist firmUser (i.e. accountant, financial planner, professional adviser) providing legal docs
Legal firm provides documents and they draft & review in light of instructionsLaw firm (limited to ensuring document reflects submitted instructions)
Accountant at risk for advice on structure chosen
Legal firm providing documents they draft and review in light of entire review of situationLaw firm

Frequently Asked Questions

A ‘product’ refers to a single HotDocs linked package of documents, for a single person or entity. Each meeting is a separate product.  For example:

(a) for the estate planning ‘package’, this product includes a will, enduring power of attorney and memo of directions and related documentation for a person and at least one meeting. If a single person, this equates to 2 products (being the estate planning package and the meeting), or 3 products if 2 meetings (being the estate planning package and the 2 meetings).  If a couple this equates to 4 products (being 2 estate planning packages and 2 customers attending a meeting), or 6 products if there are 2 meetings (being 2 estate planning packages and 2 customers attending 2 meetings);

(b) other than products in the Core service level, meetings are at the election of the adviser;

(c) any meeting does count towards the monthly product usage, regardless of which service level is selected – for example if a trust is being established with a trustee company and a meeting is desired, this counts as 3 products.

(d) a BDBN package includes the review of the trust deed, the BDBN, resolution and all member notices and equates to one product for each BDBN package (ie 1 product for each person) – if the product is being implemented at the same time as estate planning documentation and a meeting is preferred, the meeting concerning the BDBN is included the estate planning product. If the BDBN is not as part of an estate planning exercise, the meeting is a sperate product (meaning 2 products counted for a BDBN package with a meeting, implemented outside an estate planning package).

This is decided on a collaborative basis so that your membership is flexible and unique to your business needs.

Consider this in another way.

If you are a financial planning practice, would you allow a law firm to populate and create your customers’ statement of advice without overview by you?

If you are an accounting practice, would you allow a law firm to populate and create your customers’ tax returns and financial statements without overview by you?

Sound ridiculous?

Yet many professional advisers are doing this on a daily basis with legal documents and think that they are safe from risk.

Knowing the documents that your customer needs is different to knowing the laws and clauses that need to be considered and drafted into those documents to create the outcome planned. Where advisers are taking a role as a facilitator without legal support it is extremely likely that the adviser is creating uninsurable risks for their business and that customer’s documents will not operate as intended. Problems caused by the use of legal templates without legal overview are regularly sent to the View Legal team and the costs to remedy are high.

Ultimately the end customer is the one who suffers the most in these scenarios, whether that be the loss of asset protection they thought they had, or unintended tax consequences. . Advisers lose their credibility with their customers, and are likely to be asked to pay some, if not all costs of remedy on behalf of the customer (generally without their insurers contributing). Often the customer  will move their business to a new adviser.

Therefore, any short-term gain in cost ‘saving’ is ultimately lost.

Some of the issues that View has seen when advisers have used template providers are as follows:

ISSUE: Accounting firm ordered a Unit Trust deed, however no schedule populated.
OUTCOME: Document was invalid and new documentation had to be completed which caused unplanned tax and stamp duty consequences. Accounting firm had to pay costs on behalf of customer.

ISSUE: Financial Planning firm ordered a Family Trust Deed, however the beneficiary classes were not included.
OUTCOME: Planned beneficiaries where not able to benefit under the deed and customer suffered losses due incorrect documentation and tax penalties.

ISSUE: Law firm ordered a Fixed Trust Deed, however clauses were for a discretionary trust deed.
OUTCOME: Trust’s assets and income at risk from a tax perspective due to incorrect set up of deed, as well as unnecessary land tax costs paid.

ISSUE: Accounting firm ordered a Deed of Variation for the retirement of a director of the trustee company.
OUTCOME: Company records were not updated as documentation needed was an ASIC form – not a trust variation. Resettlement of the deed was avoided in this case however the process to remedy became a lengthy and expensive exercise for the underlying firm who had to pay the customers costs for the error.

There are three steps to achieving accreditation:

  1. Complete the accreditation exam within 30 days of joining the platform.
  2. Complete at least five hours of self assessed continuing entity establishment education with View Legal every 12 months (attending customer online meetings, View webinars, listening to free View legal podcasts and TechniVIEW Facebook lives all count towards the five hours).
  3. Join the TechniVIEW community (in the ‘Friend’, ‘BFF’, or ‘Family’ categories) here;

All three steps must be satisfied for accreditation.

For other FAQs about accreditation click here

Unused solutions are rolled over to the next month (but no further).  If there are 3 months of under use we recommend thought be given to a different service level.

The overuse of solutions are rolled over to the next month (but no further).  If there are 3 months of over use we recommend thought be given to a different service level.

Via your ”My Account” page by clicking on the appropriate solution.

Arguably, the leading case in this area is Legal Practice Board v Computer Accounting and Tax Pty Ltd [2007] WASC184.
In this particular case, an accountant arranged for a trust deed to be bought for a client over the internet. The base trust instrument had been written by lawyers however, the accountant then populated the template.
In doing so, the court held that practically this meant that the accounting firm was breaching the relevant legislation.
In all likelihood, the accountant (and indeed any adviser, other than a qualified lawyer) would not be covered by their professional indemnity insurance in relation to any issues that arose out of the trust instrument.
Despite the proliferation of online providers, the decision in this case remains a very important one for any adviser facilitating legal solutions.
In many respects, it reinforces the approach adopted by View who, while leveraging significantly off technology driven solutions, still ensure that all documentation is reviewed by a fully qualified, specialist lawyer, and where relevant, a certificate of compliance is provided confirming that all legal advice has been provided by View, and not the facilitating adviser.

Yes, View does understand this and will respect and accept your decision and will close access to the key View resources and your account.

Non-accredited advisers wanting View to assist with solutions can still lodge free review submissions.

View can assist in these instances in a more traditional way of providing a suggested scope of work and upfront service guaranteed fixed pricing without the referring adviser facilitating the process.

There are three steps to achieving accreditation:

1. Complete the accreditation exam within 30 days of joining the platform.

2. Complete at least five hours of self assessed continuing education with View Legal every 12 months (attending customer online meetings, View webinars, listening to free View legal podcasts and Facebook lives all count towards the five hours).

3. Join the AdVIEWser community (in the ‘Friend’, ‘BFF’, or ‘Family’ categories) here;

All three steps must be satisfied for accreditation.

The benefits of accreditation include:

1. membership of a closed community of advisers passionate about delivering holistic estate planning solutions for their customers;
2. ongoing regular adviser centric continuing education;
3. ongoing discussion and knowledge sharing with like-minded advisers.

Each adviser who is submitting instructions on behalf of a customer must use their own accreditation number.

Where an adviser has another team member submitting instructions, that team member may use the accreditation number of the adviser that they are working with, without themselves being accredited.

As an accredited adviser with View’s platform, your customers will be assured of the level of commitment and specialisation you have in providing value in this space.

The position in relation to digital signatures is as follows:
1. There are material issues with the validity of deeds signed electronically in all jurisdictions other than NSW (and in NSW before 22 November 2018).

2. If a transaction must be carried out by deed then DocuSign and similar platforms should not at this stage be used unless the law of the jurisdiction explicitly states that a deed can be in electronic form and signed and attested (if required) by electronic signature.

3. Currently, the only jurisdiction that allows this is NSW – assuming all parties are individuals and all parties and the witnesses are physically in the same place at the point of signing.

4. There is a material argument that a corporation cannot execute under s.127 of the Corporations Act through an electronic signature (even in NSW).

5. Even with the November 2018 change in NSW, institutions (eg banks) and law firms have continued to refuse to accept the validity of electronic signatures.

6. Until the various issues are clarified by clear and authoritative Court decisions and legislation, wet signatures are recommended on all deeds.

7. Change will come; however the sense is it will be later, not sooner.

8. Covid19 has seen some temporary concessions in this area, however generally the rules are difficult to satisfy and wherever possible the conservative approach remains ensuring wet signatures are used.

View Legal provides the legal advice when issuing the legal documentation
Via the View Legal platform, the adviser who facilitates the process is issued a compliance driven certificate.
No comparative providers offer this protection.

While many legal document providers state their documents are ‘legally backed’, this simply means a lawyer drafted the baseline template.

Provision of the completed document to a customer is a risk that you and your firm carries every time you use these style of platforms.

Example exclusion wording is as follows (for clarity, View does the opposite to the approach below and gives you a legal sign off on the documents issued for your customer):

By using our service agree that:

  • we cannot, and do not, give you legal advice;

  • the company that owns and operates this service is not a law firm;

  • our service provides information to help you answer the questions and to order a product and that that information is information only, not advice; 


  • we cannot and do not warrant that a product you decide to order is appropriate or suits your needs;


  • we cannot and do not warrant that your use of our service is appropriate or suits your needs;


  • the legal, commercial and taxation effects of a product vary and a product’s suitability will, therefore, vary according to particular circumstances; 


  • only you know the purpose for which you intend to apply a product you order and that we are not responsible for the choice you make regarding the same; 


  • you must consult a lawyer for advice concerning the suitability of a product you order using our service;


  • the documents you buy from us and the material on our website is only general; they are not prepared by us and we do not endorse them, rather we disclaim any responsibility for them;


Many providers also have statements along the following lines:

  1. You agree that if we are prohibited by law from excluding all implied warranties and conditions, then our liability will be limited to, at our option: 

(a)          replacing the document you used our service to order;

(b)          supply of some equivalent document;

(c)           amendment of the document; or

(d)          payment of the cost of such replacement, supply or amendment.

  1. You agree that:

(a)          to the extent that we are not prohibited by law from limiting our liability, then our liability is limited in the same manner as set out above, including in respect of any liability that arises as a consequence of our negligence; 

(b)          our liability to you for any matter related to the subject matter of these terms and conditions will not include any special, indirect, incidental or consequential damages or loss of profits and will not exceed the cost to you for the particular transaction which has caused you the loss or damage; and 

(c)           we are not responsible in any way for any liability, loss, damage or expense that arises directly or indirectly from a problem that occurs by any virus infecting our service. 

  1. We do not warrant that the operation of our service will be uninterrupted or that our service is virus free or error free.


Indeed some providers even state:

  1. You agree that you indemnify us in relation to any loss or damage that any of you, your client, or a third party suffers because: 

(a)          the product you ordered is not suitable for its intended purpose or does not suit the relevant circumstances;

(b)          you failed to obtain formal advice from a professional adviser concerning whether the product you chose is suitable for its intended purpose or circumstances; 

(c)           of the answers you provide to questions asked of you when using our service;

(d)          you did not answer all questions completely and accurately.

  1. You agree that you continue to indemnify us indefinitely against any cost, loss, liability, or damage that we incur as a result of your use of our service.


You have complete discretion as to what pricing approach you adopt with your customer and this should not be disclosed to View.

It will be up to you (perhaps in conjunction with your licensee, if relevant) as to whether you disclose any payments made by your firm to View to the customer.

Here is what some other firms are saying: