$550.00
To create a successful barrier for a clients family wealth there need to be a comprehensive strategy and set of documents requiring perfect implementation and compliance. The Moat and Castle is a Succession, Asset Protection and Estate Planning Strategy Automation that builds a range of documents for clients including:
The Moat and Castle is an advanced Succession, Asset Protection and Estate Planning Strategy Automation. It consists of up to 25 separate documents bundled into one interview process.
► $550.00 (inc GST) – OR provided under your unlimited membership (exc ASIC fee)
► The master document has been signed off by Abbott & Mourly and is congruent with Australian law.
All master documents have been signed off by Abbott & Mourly lawyers. Tony Anamourlis of Abbott & Mourly advises that “at no time, due to inbuilt legal protection and security measures can a user change or amend a document on the LightYear Docs platform that has been signed off by a practicing solicitor. To do so would result in the user drafting a document of a legal nature and engaging in the provision of legal services. In addition, it would be a breach of copyright. In our opinion when completing the form fields through the LightYear Docs platform, users and their employees are merely carrying out an administrative task which is not the provision of legal advice.”
However in some complex areas such as the insertion of a varied range of client instructions into a Will or other such documents the user must be mindful of the extent to which a document is being drafted by the user rather than merely the administrative task of completing a form where the relevant fields are inserted into the reviewed and signed legal document provided by Abbott & Mourly.
The above advice is born out of numerous cases dating back to Re Sanderson, Ex parte Law Institute of Victoria [1927] VLR 394, 397 where the Court held:
“if a person does a thing usually done by a solicitor, and does it in such a way as to lead to the reasonable inference that he is a solicitor – if he combines professing to be a solicitor with action usually taken by a solicitor – I think he then does act as a solicitor.”
Likewise in ACCC v Murray (2002) 121 FCR 428, 448 where Murray was building a franchise business that involved the legal writing and drafting of Wills from scratch based on the client’s personal circumstances. The Court held that this process was legal work.
All LightYear Docs products are written in plain English and assessed for readability. If at any time you come across any errors, please contact support@lightyeardocs.com.au.
The new document will take precedence over an existing document provided it is properly executed.
LightYear documents including all of the documents in The Moat and Castle – Succession, Asset Protection and Estate Planning Strategy Automation are prepared and signed off by Abbott & Mourly from Melbourne, Sydney and Brisbane.
We have specialist training on www.lightyeardocs.com.au. There is also extensive notes included with each document as well as frequently asked questions.
There are a whole range of documents with The Moat and Castle – Succession, Asset Protection and Estate Planning Strategy Automation so you may want to break down the strategy into separate parts to discuss with clients.
$550.00
To create a successful barrier for a clients family wealth there need to be a comprehensive strategy and set of documents requiring perfect implementation and compliance. The Moat and Castle is a Succession, Asset Protection and Estate Planning Strategy Automation that builds a range of documents for clients including:
The Moat and Castle is an advanced Succession, Asset Protection and Estate Planning Strategy Automation. It consists of up to 25 separate documents bundled into one interview process.
► $550.00 (inc GST) – OR provided under your unlimited membership (exc ASIC fee)
► The master document has been signed off by Abbott & Mourly and is congruent with Australian law.
All master documents have been signed off by Abbott & Mourly lawyers. Tony Anamourlis of Abbott & Mourly advises that “at no time, due to inbuilt legal protection and security measures can a user change or amend a document on the LightYear Docs platform that has been signed off by a practicing solicitor. To do so would result in the user drafting a document of a legal nature and engaging in the provision of legal services. In addition, it would be a breach of copyright. In our opinion when completing the form fields through the LightYear Docs platform, users and their employees are merely carrying out an administrative task which is not the provision of legal advice.”
However in some complex areas such as the insertion of a varied range of client instructions into a Will or other such documents the user must be mindful of the extent to which a document is being drafted by the user rather than merely the administrative task of completing a form where the relevant fields are inserted into the reviewed and signed legal document provided by Abbott & Mourly.
The above advice is born out of numerous cases dating back to Re Sanderson, Ex parte Law Institute of Victoria [1927] VLR 394, 397 where the Court held:
“if a person does a thing usually done by a solicitor, and does it in such a way as to lead to the reasonable inference that he is a solicitor – if he combines professing to be a solicitor with action usually taken by a solicitor – I think he then does act as a solicitor.”
Likewise in ACCC v Murray (2002) 121 FCR 428, 448 where Murray was building a franchise business that involved the legal writing and drafting of Wills from scratch based on the client’s personal circumstances. The Court held that this process was legal work.
All LightYear Docs products are written in plain English and assessed for readability. If at any time you come across any errors, please contact support@lightyeardocs.com.au.
The new document will take precedence over an existing document provided it is properly executed.
LightYear documents including all of the documents in The Moat and Castle – Succession, Asset Protection and Estate Planning Strategy Automation are prepared and signed off by Abbott & Mourly from Melbourne, Sydney and Brisbane.
We have specialist training on www.lightyeardocs.com.au. There is also extensive notes included with each document as well as frequently asked questions.
There are a whole range of documents with The Moat and Castle – Succession, Asset Protection and Estate Planning Strategy Automation so you may want to break down the strategy into separate parts to discuss with clients.
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