25. Form for new client advising of location of important documents
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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. This is a more comprehensive template than template No: 5 (view this one here). That one being more suited to existing clients. This one should ideally be used in conjunction with the letter template no: 24 (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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