All your crucial information anytime, anywhere.

Ever been frustrated at not being able to find a document you felt sure was in ‘the right place’ only to discover it wasn’t? We all have.

Yet we all agree that it is absolutely essential to have rapid access to crucial information whenever circumstances demand it; circumstances such as making insurance claims (damage from fire or flood, for example); and certainly when a loved one dies (particularly unexpectedly, as in a fatal accident).

The insurance scenario is quite easy to imagine. However, the death scenario is different altogether. This is because the executor of an estate (personal or professional) needs access to many, many documents, some legal (e.g. the Will, Power of Attorney, Deed of Enduring Guardian) and many non-legal, yet relevant and essential to distributing the estate. Without the right documentation speedily available, estate distribution can take many months, if not years, to resolve.

It’s because most people have no idea where all this material is that delays in estate settlement cause pain, frustration and hefty legal costs.

We now have a simple, affordable solution to these challenges. It is called Now Sorted and it is a low cost remedy providing an easy way to organise all your crucial information and documents and link them together.

As Facilitators for the Now Sorted Service we follow a step-by-step process using several unique tools to be able to present you with:

  • An easy-to-read Crucial Facts Report, that will give you – and loved ones - instant information on the key elements of your family and business information.
  • You will know the exact location of where things are, who is affected and how it all fits together.
  • Once we’ve set things up for you, we’ll review it with you to keep it up to date.

The major benefits of Now Sorted are that you and your loved ones will always have available:

  • Our firm as your Facilitator to help you every step of the way.
  • Access to your data on your smart device whenever you need it, wherever you are in the world.
  • That special peace of mind that comes when everything is in order for you and those you love.

Contact us today to find out how easy it is to use the Now Sorted! Service.

Pattinson Financial Services Pty Ltd ABN 17 121 851 376 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd
ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523

Tel: +61 2 8850 6888 | Fax: +61 2 8850 6407 | Toll Free 1300 466 637 | PO Box 6253 Baulkham Hills BC NSW 2153

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