25. Form for new client advising of location of important documents

  • $55.00
  • inc GST


Improve your efficiency | Improve your client experience

A form template for completion and lodgement by your new client advising of location of important documents. Use with covering letter template no 24.

This forms the basis for ensuring you can assist the client or client's family locate these important documents quickly when needed.Ā This is a more comprehensiveĀ template than template No: 5 (view this one here). ThatĀ one being more suited to existing clients. This one should ideally be used in conjunction with the letterĀ template no: 24 (see this one here).

Why not add theseĀ templates to your existing planning software template library today!Ā 

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