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How to create greater value from an ambitious practice
Whether By Default Or By Design, all clients create and build their family estate — everything they own, less everything they owe — reflecting who they are and what they have achieved; their estate defines them.
During their life span, 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 — thinking this way is thinking estate planning.
Consider this: every item in an estate — bank accounts, investments, property, vehicles, valuables, cash flow — has important information relating to it; whether in the form of legal documents, ‘secret’ numbers, or passwords, all items in every estate comprise crucial information, and if loved ones are left not knowing ‘where and what’ they’ll be receiving a tangled mess instead of a bequest.
A high-profile lawyer told his wife ‘Don’t worry — all fixed’, so she didn’t, but it wasn’t, so she and the kids are in an expensive mess.
General Manager
Psychologist, Sydney
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.
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.
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.
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.
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.
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.
General Manager
Psychologist, Sydney
General Manager
© Now Sorted 2023 | All rights reserved
Now Sorted is for the practical who aspire to more than lip service when it comes to family matters.
Clients of Now Sorted want certainties, not ‘maybes’.
Users include all who wish to ‘sleep at night’: those in the advice professions seeking to add genuine client value — plus any seeking a ‘direct’ solution to which they may invite their professional advisers.
| Without a secure system | With Now Sorted | |
|---|---|---|
| Security | Open to theft, fire, loss etc | Fully secure |
| Convenience | Try to get info from multiple sources, using hundreds of passwords and logins | One place, accessible from anywhere with one login |
| Key Information | Search papers, records and office files to get the information needed | The one-click Crucial Facts Report & Directory collates all information into a handy PDF |
| Share | Leave your loved ones a box folder of papers, another to your accountant, yet another to your lawyer | Share key info with family members or professionals |
Having every essential family document and piece of information accessible in an instant is priceless; whether for a routine need, or upon a significant event such as fire, flood, or farewell. Priceless.
Because it is that important for families — and our cost arithmetic is based solely on numbers of families — we have kept costs to an absolute minimum.
Cost for Affiliates is zero; Business Users (unlimited families) pay $19 p/family, p/month; Personal Users (a single family) also pay a mere $19 p/month. That’s it.
From ‘Day One’ the highest priority we have ever had — or ever will have — is integrity of online data and documents.
We abide by no less than 10 stringent security protocols (plus a highly secret 11th); a link to these protocols is listed under the Benefits section and also here.
Nobody — nobody — other than the owner of a vault can see inside it (unless they specifically give permission) and certainly nobody at Now Sorted can see inside a vault.
