Need Solutions? We’ve got solutions!

With access to over 150 legal documents 
your business is sure to surge!

Got a problem? We’ve got a doc for that!

We’ll automate your docs
to be lightyears ahead!

Signed, sealed & delivered

With LightYear Docs you can create verified legal documents in
minutes and get them out…fast.

Allow approximately 15 minutes.

It’s time to simplify & save

Reduce costs

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.

Save time

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

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.

Secure & reliable

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!

Save weeks of time and thousands in fees every year.
Book a free demo today.

Allow approximately 15 minutes.

Need something done?
We’ve got a doc for that

No matter your business, you can reclaim your work day by using our templated documents, certified by Australian legal experts.

Allow approximately 15 minutes.

Work simpler not harder
One template at a time

Estate Planning Testing title here event

Browse our fully customisable Estate Planning and related documents.

Companies

Browse our fully customisable Company and related documents.

SMSF Borrowing

Browse our fully customisable SMSF Borrowing and related documents.

SMSF Establish

Browse our fully customisable SMSF Establishment and related documents

Signed, sealed & delivered

With LightYear Docs you can create verified legal documents in
minutes and get them out…fast.

Allow approximately 15 minutes.

It’s so smart, you’ll think it’s from the future

Technology that works just as hard as you do.
Allow approximately 45 minutes.

Helping companies
get s#*t done.

At LightYear Docs, we’re constantly evolving and creating the latest in templates and documents that our clients need.
That’s why we are trusted by some of the country’s most repected brands to deliver quality legal templates that make business easier.

Helping companies
get s#*t done

At LightYear Docs, we’re constantly evolving and creating the latest in templates and documents that our clients need.
That’s why we are trusted by some of the country’s most repected brands to deliver quality legal templates that make business easier.

Helping companies
get s#*t done

At LightYear Docs, we’re constantly evolving and creating the latest in templates and documents that our clients need.
That’s why we are trusted by some of the country’s most repected brands to deliver quality legal templates that make business easier.

Our client’s share the love.

John Gowing

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.

Peter Marmara-Stewart

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.

Shannon Smit

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.

We’re ready
where you are

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.

Available online or via the app.

Learn how to go with the flow

Changing Appointors, Trustees, Beneficiaries and the Name of a Discretionary

Over time a client's family circumstances change including death, divorce, dementia and bankruptcy. This means that the family discretionary trust will also undergo changes including the change of the appointor to the trust, the trustee, a name change after a divorce or the deletion or addition of beneficiaries.

Get started with LightYear Docs today​

Automate the manual process of document preparation, deliver solutions quicker to your clients, and go from idea to client-ready documents - Book your free demo.