Using the Platform

How to use the adviser app (web-advisor), in two parts. For the documents the platform produces (wills, trusts, LPAs), see Platform Product; for the law behind any of it, see Estate Planning Basics.

Pages#

Reference pages for how the adviser app works, screen by screen - each page's purpose, who can access it, and every action it offers. See all pages, including Dashboard, Leads, Clients, Orders, Fact-find & FF2, and Billing.

Tutorials#

Step-by-step, click-by-click walkthroughs - set your firm up, then turn leads into finished, paid orders. See all tutorials, starting with Getting started.