Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
If you have any questions, please feel free to email us at email@example.com.
This checklist covers 19 of the most important planning issues to identify and consider for a client before updating their estate plan. It’s structured as follows:
Click here for a client-facing email template.