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View Checklist Manifesto Platform

View Legal is results focused and passionate about delivering solutions in a way that aligns with our ‘SPS – service and price satisfaction – guarantee.

Requests to access the checklists that we use internally are the most common enquiry we have from advisers.

Find out more about the View Checklist Manifesto Platform below.

STEP 1

Click on the checklist you would like access to

STEP 2

Complete with your customer

STEP 3

Use one of the Free Review tools to get your business offrisk
Estate Planning checklist
  • Can be customised to your customer's unique circumstances
Request access to checklist here
Business Succession checklist
  • Create a plan and milestones with your customer
Request access to checklist here
Company Constitution checklist
  • Get in front of compliance
Request access to checklist here
Directors Duties checklist
  • Easy to follow tips for directors
Request access to checklist here
Family Discretionary Trust checklist
  • Enables conversations for legacy planning with the next generation
Request access to checklist here
Family Discretionary Trust Distribution Resolution checklist
  • Get the timing right for resolutions
Request access to checklist here
Fixed Unit Trust checklist
  • Is your customer getting the most out of their Trust document?
Request access to checklist here
SMSF Trust Deed checklist
  • Keep in front of changes
Request access to checklist here
Superannuation checklist
  • Help customers keep up to date with changes
Request access to checklist here

Want to understand how this works for your business and the resources that you get access to? 

Please book a discovery call via the button below.

Book Now

Here is what some other advisers are saying:

For years I had known facilitated estate planning could radically improve my service offering for customers … guiltily using the ‘too busy’ excuse to avoid the issue. Joining View’s adviser community gave me ‘turnkey’ solutions to allow me to immediately deliver solutions to my customers – the guilt is gone and replaced with the excitement of knowing I am now proactively helping customers … and getting paid well to boot
AccountantTweed Coast
Particularly post the Royal Commission, compliance is my single biggest pain point and so emotionally draining. My licensee approved View’s adviser facilitated estate planning platform and suddenly it has allowed me to turn my pain into profit. Not only does it get me ‘off risk’ I am also monetising the value I am required by law to deliver
Financial plannerSydney
The changes for me in recent years as a risk and insurance specialist have been overwhelming, despite having over 20 years in the game. Discovering View’s platform and the ability to facilitate estate planning strategies has been a revelation. For basically every key customer I have facilitated an estate plan with via View I believe they now consider me as their ‘trusted adviser’ – suddenly my years of experience are my biggest advantage
Risk adviserPerth
Being a ‘generalist’ lawyer I live in constant fear of the ‘unknown unknowns’. One thing I do know is that estate planning is a compulsory offering and that View’s platform allows me to deliver a fantastic solution that is by far the most comprehensive and holistic around. View lets me outsource all my risk and refocus energy and resources to where I can best add value to my client base
Non-specialist lawyerMelbourne
When elawyer shut down I was lost as there were no other legal solutions that offered all the benefits I need to deliver the value I want to create in the estate planning space. Learning that all the key people behind elawyer had built from the ground up version 2.0 of the adviser facilitated estate planning platform was all I needed to know. As I say to other advisers - View: ‘Just use it’ (to iterate a famous saying)
Financial plannerBrisbane

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Resources for your business

Learn

We have set out to fundamentally and radically revolutionise access to a significant amount of adviser-centric content. To ensure that trusted advisers have the support that is needed in implementing holistic estate planning solutions for customers, an online community has been established. The community enables advisers to deepen their understanding of how to position value for their customers and how advisers can assist achieve a customer’s estate planning needs at all points of the life cycle.

To find out more and to get access, press the button below.

Get Access
Download the apps
Read the blog
Visit the online book store
Register for a webinar
Book a discovery call
Get access to more resources

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