Now Sorted is simple, smart, and super-secure … it’s made & stored in Australia, and compellingly priced. Our How-to videos make everything easy.
Our team cuts through the froth to provide an utterly dependable system to deliver exactly what you need. See under Facilities (at top) to see added value..
Now Sorted is the perfect add-on to your professional advice positioning you as the ‘go-to’ estate plan service provider. Plus, you get unmatched marketing support.
What clients value most:
‘sound advice dependably delivered’.
Enhance your value by making Now Sorted a key component
of the service you deliver.
Peace of mind. When the unexpected happens, clients – and those closest to them – need to know the location of their most crucial information and supporting documents.
A Now Sorted digital online vault is an ideal solution for every type of family and/or business client – and is quite different from almost all others:
- It does far more than mere storage facility apps can do.
- Built within its app structure, with one click it produces a client’s Crucial Facts Report & Directory in the form of a (shareable) PDF.
- Information/document retrieval is instant – and online security exceptionally high.
See for yourself just how different Now Sorted is from all other solutions – first view the short video below – and be our guest for a 60-day trial, free.
And, as a proxy for a high value client, take the ‘If I wasn’t there to tell them’ test – it will take you less than 30 seconds.
As an advice professional, would your client benefit from your solving the gaps that appear? If not, go no further. If so, please explore more.
The “If I wasn’t there” test
Take this quick test to rate your family’s preparedness should
you not be there to tell them the what/why/where of everything.
(Your information is never shared)
Professional Advisers:
why this deserves
YOUR ATTENTION
Whatever the age or history of a client, at this point in life, they have already built an estate, or are in the course of doing so. Their estate – everything they own, less everything they owe – reflects who they are and what they have achieved. Their estate defines them.
Currently, clients use their estate’s assets to live off and enjoy. It’s a work in progress which one day they’ll want to pass on. When they think this way, they are thinking “estate planning”.
Consider this: every item in their estate (bank accounts, investments, home, vehicles, valuables, cash flow) has important documentation, as well as written and verbal information relating to it. This may be in the form of a Will, Power of Attorney, Deed of Enduring Guardian, special receipt, ‘secret’ numbers, and passwords. In short, all items in their estate comprise both documents and crucial information, and if they don’t clearly inform loved ones – and their executor – they’ll be leaving family members more of a mess than a bequest.
Don’t let it happen to your clients.
Their estates are made up of material things. Their legacies are what people will remember. As a member of the advice professions, you have the power to make that a very positive outcome. We at Now Sorted support you to make that a reality.
My spouse and I turned off social media for a while to get ourselves sorted and organised.
You’ve not only made the job easy, you’ve also made it fun to do as well. We feel liberated.
Highly recommended.
Thanks a bunch!
When my sister’s husband passed away, she was in a mess emotionally and logistically.
Phil was a good man in every way … but left behind a trail of confusion.
When I heard about Now Sorted, I examined its security protocols and then made sure that we got ourselves properly organised.
You made it simple and safe. Thank you from both of us.
How is Now Sorted ‘super secure’?
Nothing is more important to us at Now Sorted than the security of your stored data and documents. Please see here for our major technical security protocols.
How does Now Sorted differ from other online storage sites?
Important differences exist between Now Sorted and other online storage apps. One is the fact that Now Sorted is made, managed and stored on servers in Australia so privacy is governed by Australian jurisdiction. Another major difference is that Now Sorted is, to our knowledge, the only online storage app that, with one click, integrates all stored data and documents into a Crucial Facts Report & Directory.
The report comes in the form of a PDF, which is easy for loved ones to read and simple to share as required.
There are other subtle differences but being made and managed on Australian servers plus having such a useful reporting mechanism makes Now Sorted unique in the world of secure storage apps.
What happens to my data if I don’t sign up after my trial?
For vaults not continued after the trial period, all data is automatically deleted after 30 days since the end of the trial. Now Sorted Pty Ltd has no access to data stored on the application system.
What are the preferred browsers when using Now Sorted?
We have found that Chrome or Firefox deliver the best results.
Internet Explorer seems to have bugs from time to time that impede efficient usage.
When I have two different documents of the same type, how do I enter them?
Simple. One of the features of some key drop down menus in Now Sorted is that if an item doesn’t appear on the list, you can simply type in the item you want and it will operate for that particular person in that particular vault.
So, for example, say you had two passports: one for Australia and one for Europe: when you go to the drop down menu in Documents, you will see Passport as an item – but you have two. First, type in Passport Australia and its details (and upload a copy as you wish). Next, type in Passport EU with relevant details (and upload as required).
Problem solved: two different documents of the same type and handled by using the ‘type over’ feature.
Easy. As it should be.
