24. New client letter template - advise where important documents are stored
Improve your efficiency | Improve your client experience
Letter template to your new client requesting they advise where their important documents are stored for later fast location when needed e.g. financial documents, wills, power of attorney, etc.
This is a more comprehensive letter than the letter/form template No: 5 (see here). That one being more suited to existing clients. This one should ideally be used in conjunction with the checklist form template no: 25 too (see this one here)
Why not add these templates to your existing planning software template library today!
*This item is also available in The Risk Store (paid member access only)
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