How it works

The Now Sorted! service is delivered by licensed Facilitators, who are normally in, or from, the professions of financial planning, accounting, or law.

They work with you quickly and efficiently, and use unique Now Sorted! tools to organise the information of your family estate.

Once completed, they will present you with three outstanding benefits:

an easy-to-read, computer-generated Family Estate Information Report, which will give you instant information on the key important elements of your estate;

a portable Document Safety Case, which is purpose-designed to accommodate important estate documents and information;

a continual update service, so that, with you, they can maintain information on your estate records in an orderly manner.

In short, your Facilitator will ensure that you - and those you love - always have 'the right information for the right people at the right time.'