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Adviser facilitated estate planning solutions · Planning Meeting (Unlimited Length) View Legal...
Transcript of Adviser facilitated estate planning solutions · Planning Meeting (Unlimited Length) View Legal...
Entry Adviser / Client Meeting
Data Input via Portal
Selecting Entry Service Level
View Legal Produces All Documents
Draft Documents
Emailed
Client Views Online
Education Course (20 Minutes)
20-Minute Web Meeting with View Legal
Final Documents Posted for Signing
Signed Documents Sent to View
Legal for Secure Storage
Compliance Adviser / Client Meeting
Data Input via Portal Selecting
Compliance Service Level
View Legal Produces All Documents
Draft Documents
Emailed
45-Minute Web Meeting with View Legal
Final Documents Posted for Signing
Signed Documents Sent to View Legal for Secure Storage
Comprehensive 60-Minute Adviser / Client / View Legal
Web Planning Meeting
View Legal Produces All Documents
Draft Documents Emailed
60-Minute Web Meeting with View Legal
Final Documents Posted for Signing
Signed Documents Sent to View Legal for Secure Storage
PACKAGES
Concierge Adviser / Client / View Legal Web
Planning Meeting (Unlimited Length)
View Legal Produces All Documents
Draft Documents
Emailed
Web Meeting with View Legal
(Unlimited Length)
Final Documents Posted for Signing
Signed Documents Sent to View Legal for Secure Storage
Adviser facilitated estate planning solutions