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25. Form for completion and lodgment by new client advising of location of important documents

  • $55.00
  • inc GST


Form for completion and lodgment by new client advising of location of important documents. Use with covering letter template. 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. This one being more suited to existing clients. This should ideally be used in conjunction with the letter template no: 24.

*This item is also available in The Risk Store (paid member access only)

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