Browse our fully customisable Estate Planning and related documents.
Need Solutions? We’ve got solutions!
With access to over 150 legal documents
your business is sure to surge!
With access to over 150 legal documents
your business is sure to surge!
Allow approximately 15 minutes.
We did the legal sign off, so you don’t have to. Every document has been created with the eye of the law by Abbott & Mourly lawyers, this means each template has full legal sign off.
Put time back into your day – in a few clicks you will have a fully customised document ready to send. Our documents are designed to reduce time and effort while keeping compliant.
Automate your business and get more done in less time. Using our central online hub and Surge app, your documents will be seamlessly created, customised and delivered online.
We have crafted our platform with the utmost care to protect yours and your client’s private data. Our app and website have 99.9% guaranteed uptime, so you’ll never be left in the cold. Promise!
Allow approximately 15 minutes.
Allow approximately 15 minutes.
Allow approximately 15 minutes.
Gowing Advisory
All the documents I facilitate and the history, are retained within the platform - I've never lost anything, and its no problem to have serious thinking/doing time disrupted…….its easy to revert. The system is fast – it’s never been off-line and now I have gained user experience, I'm confident the V2 version will not limit my improving speed in working around the platform. Quite simply, any professional adviser- accountant, financial planner or lawyer who wants to be relevant as these disciplines converge, just has to subscribe to LYD and learn to be a "strategist" to meet the demands of regulators and the new bread of emerging clients.
PCR
MOAT, Business Protector, Protector Pretty simple and easy Improvement in what we can offer in terms of asset protection, estate planning. 10% increase at least to revenue. Onboarding – don’t recall. Useful to have a range of partners to use. Fortnightly webinars are good. Continue to grow what we know and provide solutions that we can provide to clients. You would be stupid not to sign up to LYD. Very good. Fast response times.
SMART business solutions
Signing up to LightYear Docs is a no brainer. You have access to your basic everyday documents but also a variety of non-conventional and technical documents with legal sign off plus the fortnightly education to upskill yourself and staff. Accessing all this under one platform eliminates the separate costs associated for CPD hours and legal sign off or research. The continued technical education is great, it's probably even before it's time with the skills and techniques we learn.
Download the LY Surge App and stay connected wherever
your day takes you. Search LY Surge in your app store.
Easily follow up on support requests, legal requests, documents and create whatever you need when you’re on the go.